Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 1151 | $60,000 | 2,763 | 0.01 | 0.00 | 1,845 | 200.98 | 09-30-2021 |
PARK PLACE CAPITAL CORP | Stock | 1152 | $76,308 | 2,737 | 0.00 | 0.00 | -2,615 | -48.86 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1153 | $75,388 | 2,704 | 0.00 | 0.00 | 618 | 29.63 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1154 | $67,602 | 2,649 | 0.00 | 2,649 | +Inf | 12-31-2023 |