Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | REIT | 251 | $14,000 | 1,163 | 0.00 | 0.00 | 57 | 5.15 | 09-30-2021 |
AMERICAN PORTFOLIOS ADVISORS | CL A | 252 | $12,069 | 937 | 0.00 | 937 | +Inf | 09-30-2021 | |
PRIVATE CAPITAL GROUP LLC | Common Stock | 253 | $2,000 | 210 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |