Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 551 | $58,511 | 2,927 | 0.00 | 2,927 | +Inf | 03-31-2022 | |
NEXT FINANCIAL GROUP INC | COM | 552 | $41,000 | 2,405 | 0.00 | 0.00 | 526 | 27.99 | 06-30-2021 |
BERMAN CAPITAL ADVISORS LLC | Stock | 553 | $39,000 | 2,287 | 0.01 | 0.01 | 302 | 15.21 | 09-30-2021 |
KNOTT DAVID M | Common | 554 | $26,000 | 1,500 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |