Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 401 | $46,333 | 445 | 0.00 | 445 | +Inf | 03-31-2020 | |
NEXT FINANCIAL GROUP INC | COM | 402 | $25,000 | 218 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 403 | $25,500 | 170 | 0.00 | 170 | +Inf | 09-30-2021 |