Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 551 | $4,000 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 41 | +Inf | 12-31-2023 | |
ALPHAMARK ADVISORS LLC | COM | 553 | $3,000 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 554 | $0 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |