Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM NEW | 151 | $4,000 | 226 | 0.00 | 0.00 | 1 | 0.44 | 06-30-2021 |
BERMAN CAPITAL ADVISORS LLC | Stock | 152 | $2,000 | 175 | 0.00 | 175 | +Inf | 09-30-2021 |