Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 551 | $6,000 | 80 | 0.00 | 0.00 | 20 | 33.33 | 09-30-2021 |
TUCKER ASSET MANAGEMENT LLC | COM | 552 | $5,027 | 68 | 0.00 | 68 | +Inf | 06-30-2023 | |
JFS WEALTH ADVISORS LLC | COM | 553 | $6,013 | 64 | 0.00 | 0.00 | 15 | 30.61 | 03-31-2024 |
TRIFECTA CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 03-31-2024 |