Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS WEALTH MANAGEMENT LLC | COM | 551 | $24,038 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 552 | $15,098 | 200 | 0.00 | 200 | +Inf | 09-30-2022 | |
CAPE INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 554 | $16,000 | 198 | 0.00 | 0.00 | 80 | 67.80 | 09-30-2021 |