Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVE ADVISORS LLC | COM NEW | 601 | $200,000 | 3,048 | 0.06 | 3,048 | +Inf | 12-31-2021 | |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | REIT | 602 | $148,000 | 2,545 | 0.04 | 0.01 | 2,033 | 397.07 | 03-31-2022 |
FIELDPOINT PRIVATE SECURITIES LLC | REIT | 603 | $91,000 | 1,655 | 0.03 | 0.00 | 1,317 | 389.64 | 06-30-2022 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 604 | $72,000 | 1,517 | 0.02 | 0.01 | 104 | 7.36 | 06-30-2021 |