Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 2751 | $670,000 | 11,408 | 0.11 | 0.09 | 2,428 | 27.04 | 09-30-2021 |
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 2752 | $1,220,000 | 11,372 | 0.09 | 0.09 | 1,634 | 16.78 | 06-30-2023 |
HERITAGE WEALTH MANAGEMENT INC/TEXAS | COM | 2753 | $1,319,575 | 11,353 | 0.00 | 0.00 | 465 | 4.27 | 03-31-2024 |
PORTSIDE WEALTH GROUP LLC | COM | 2754 | $1,317,960 | 11,339 | 0.00 | 0.00 | -54 | -0.47 | 03-31-2024 |