Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVINGTON CAPITAL MANAGEMENT | COM | 551 | $20,000 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
BERMAN CAPITAL ADVISORS LLC | Stock | 552 | $19,000 | 323 | 0.00 | 0.00 | -1 | -0.31 | 09-30-2021 |
GABLES CAPITAL MANAGEMENT INC | COM | 553 | $14,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
LAKE POINT WEALTH MANAGEMENT | COM | 554 | $7,000 | 130 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |