Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 351 | $11,000 | 44 | 0.00 | 0.00 | 2 | 4.76 | 09-30-2021 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 352 | $3,000 | 10 | 0.00 | 0.00 | -30 | -75.00 | 06-30-2022 |