Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 601 | $17,000 | 742 | 0.00 | 0.00 | 565 | 319.21 | 09-30-2021 |
VISIONPOINT ADVISORY GROUP LLC | COM | 602 | $15,917 | 717 | 0.00 | 0.00 | -317 | -30.66 | 06-30-2024 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 603 | $20,434 | 711 | 0.00 | 711 | +Inf | 12-31-2022 | |
TD WATERHOUSE CANADA INC | COM | 604 | $22,091 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |