Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 451 | $8,000 | 61 | 0.00 | 0.00 | 51 | 510.00 | 09-30-2021 |
NEXT FINANCIAL GROUP INC | COM | 452 | $8,000 | 60 | 0.00 | 0.00 | -92 | -60.53 | 06-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 453 | $6,000 | 46 | 0.00 | 0.00 | 4 | 9.52 | 06-30-2021 |