Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 1551 | $1,000 | 27 | 0.00 | 0.00 | -64 | -70.33 | 03-31-2022 |
AXIOM INVESTMENT MANAGEMENT LLC | COM | 1552 | $1,000 | 15 | 0.00 | 15 | +Inf | 09-30-2022 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 1553 | $0 | 10 | 0.00 | 10 | +Inf | 09-30-2022 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1554 | $0 | 5 | 0.00 | 0.00 | -223 | -97.81 | 06-30-2022 |