Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 601 | $4,000 | 93 | 0.00 | 0.00 | 40 | 75.47 | 09-30-2021 |
KISTLER-TIFFANY COMPANIES LLC | COM C SIRIUSXM | 602 | $2,548 | 91 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BBVA USA | COM C SIRIUSXM | 604 | $4,000 | 86 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |