Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRINKER CAPITAL INVESTMENTS LLC | COM | 201 | $3,782 | 10,347 | 0.00 | 10,347 | +Inf | 12-31-2022 | |
ARKADIOS WEALTH ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 10,200 | +Inf | 12-31-2023 | |
NEXT FINANCIAL GROUP INC | COM | 203 | $55,000 | 5,882 | 0.00 | 0.00 | -160 | -2.65 | 06-30-2021 |
ORION CAPITAL MANAGEMENT LLC | COM | 204 | $7,000 | 2,000 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2022 |