Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 251 | $15,000 | 390 | 0.00 | 0.00 | -139 | -26.28 | 06-30-2021 |
PIN OAK INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
TD WATERHOUSE CANADA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 254 | $6,000 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |