Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINENO LEVIN & FORD ASSET MANAGEMENT INC | SHS | 1501 | $286,000 | 827 | 0.08 | 0.08 | 0 | 0.00 | 12-31-2021 |
NEXT FINANCIAL GROUP INC | SHS | 1502 | $233,000 | 808 | 0.02 | 0.03 | -341 | -29.68 | 06-30-2021 |
BOIT C F DAVID | COM | 1503 | $354,096 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
USCA RIA LLC | SHS | 1504 | $230,000 | 797 | 0.01 | 0.01 | 15 | 1.92 | 06-30-2021 |