Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 551 | $14,000 | 1,086 | 0.01 | 1,086 | +Inf | 06-30-2021 | |
PRINCIPAL SECURITIES INC | COM SER A | 552 | $1,307 | 1,063 | 0.00 | 0.00 | -175 | -14.14 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 553 | $10,000 | 1,052 | 0.00 | 0.00 | 152 | 16.89 | 09-30-2021 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM SER A | 554 | $1,176 | 956 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |