Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 251 | $8,000 | 247 | 0.00 | 0.01 | -442 | -64.15 | 09-30-2021 |
SIGNATUREFD LLC | COM | 252 | $9,862 | 215 | 0.00 | 0.00 | 130 | 152.94 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 253 | $9,357 | 204 | 0.00 | 204 | +Inf | 03-31-2024 | |
SYSTM WEALTH SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 160 | +Inf | 03-31-2024 |