Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 401 | $7,000 | 155 | 0.00 | 0.00 | 148 | 2114.29 | 03-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 402 | $0 | 35 | 0.00 | 0.00 | -50 | -58.82 | 09-30-2021 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL AVENGERS INC | COMMON STOCK | 404 | $1,174 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |