Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 301 | $35,000 | 774 | 0.01 | 0.01 | -674 | -46.55 | 09-30-2021 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 630 | 2625.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 303 | $12,563 | 542 | 0.00 | 542 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 304 | $11,799 | 509 | 0.00 | 0.00 | -465 | -47.74 | 03-31-2024 |