Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | CL A COM | 551 | $18,000 | 325 | 0.00 | 0.00 | 271 | 501.85 | 06-30-2021 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 552 | $6,000 | 210 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
HOEY INVESTMENTS INC | CL A COM | 553 | $880 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
GLASSMAN WEALTH SERVICES | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |