Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM C SIRIUSXM | 551 | $20,000 | 429 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM C SIRIUSXM | 552 | $16,000 | 426 | 0.00 | 426 | +Inf | 09-30-2022 | |
AMERICAN CAPITAL ADVISORY LLC | COM C SIRIUSXM | 553 | $11,057 | 395 | 0.00 | 395 | +Inf | 03-31-2024 | |
KINGS POINT CAPITAL MANAGEMENT | COM | 554 | $15,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |