Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 451 | $14,000 | 144 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 452 | $4,000 | 50 | 0.00 | 50 | +Inf | 09-30-2021 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 453 | $2,360 | 42 | 0.00 | 42 | +Inf | 06-30-2019 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 454 | $3,000 | 26 | 0.00 | 26 | +Inf | 06-30-2021 |