Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 401 | $14,000 | 540 | 0.00 | 0.00 | 59 | 12.27 | 06-30-2021 |
TD WATERHOUSE CANADA INC | COM | Liquidated | $0 | 0 | 0.00 | 362 | +Inf | 12-31-2023 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 403 | $7,352 | 220 | 0.00 | 220 | +Inf | 09-30-2022 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 404 | $4,000 | 194 | 0.00 | 0.00 | -93 | -32.40 | 09-30-2021 |