Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | REIT | 251 | $11,000 | 2,618 | 0.00 | 0.00 | 2,059 | 368.34 | 09-30-2021 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | REIT | 252 | $5,000 | 1,242 | 0.00 | 0.00 | 29 | 2.39 | 03-31-2022 |
NEXT FINANCIAL GROUP INC | COM | 253 | $3,000 | 650 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |