Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 1401 | $96,000 | 254 | 0.02 | 0.01 | 42 | 19.81 | 09-30-2021 |
TRANSAMERICA FINANCIAL ADVISORS INC | COM | 1402 | $152,000 | 253 | 0.02 | 0.02 | -73 | -22.39 | 12-31-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1403 | $171,872 | 250 | 0.00 | 0.00 | 23 | 10.13 | 03-31-2024 |
LGT GROUP FOUNDATION | COM | 1404 | $170,383 | 248 | 0.00 | 248 | +Inf | 03-31-2024 |