Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 201 | $2,000 | 106 | 0.00 | 0.00 | 12 | 12.77 | 09-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 202 | $1,000 | 53 | 0.00 | 0.00 | 21 | 65.62 | 06-30-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 203 | $950 | 29 | 0.00 | 29 | +Inf | 06-30-2022 |