Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 251 | $127,000 | 5,694 | 0.01 | 0.01 | 138 | 2.48 | 06-30-2021 |
NEO IVY CAPITAL MANAGEMENT | Stock | 252 | $46,000 | 2,081 | 0.05 | 2,081 | +Inf | 06-30-2021 | |
CORDASCO FINANCIAL NETWORK | COM | 253 | $36,000 | 1,355 | 0.02 | 1,355 | +Inf | 03-31-2022 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 254 | $11,000 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |