Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 301 | $16,000 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COSTELLO ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 303 | $10,160 | 179 | 0.00 | 179 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 304 | $9,000 | 177 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |