Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKE POINT WEALTH MANAGEMENT | COM | 1201 | $3,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
NEXT FINANCIAL GROUP INC | COM | 1202 | $3,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1203 | $5,828 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 1204 | $6,078 | 41 | 0.00 | 41 | +Inf | 03-31-2024 |