Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -150 | -49.83 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 502 | $7,000 | 144 | 0.00 | 0.00 | 1 | 0.70 | 09-30-2021 |
HEXAGON CAPITAL PARTNERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -46 | -24.86 | 12-31-2023 |
RONALD BLUE TRUST INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 23 | 21.90 | 12-31-2023 |