Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 1101 | $123,678 | 897 | 0.00 | 897 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 1102 | $125,000 | 861 | 0.02 | 0.01 | 210 | 32.26 | 09-30-2021 |
LGT FINANCIAL ADVISORS LLC | COM | 1103 | $113,062 | 820 | 0.00 | 0.00 | 408 | 99.03 | 12-31-2023 |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 1104 | $105,478 | 765 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |