Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 301 | $6,000 | 393 | 0.00 | 0.00 | 356 | 962.16 | 09-30-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 302 | $11,000 | 216 | 0.00 | 216 | +Inf | 09-30-2022 | |
EXANE DERIVATIVES | STOCK | 303 | $2,279 | 92 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 304 | $1,000 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |