Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 601 | $8,000 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
BERMAN CAPITAL ADVISORS LLC | Stock | 602 | $6,000 | 58 | 0.00 | 0.00 | 19 | 48.72 | 09-30-2021 |
TRUSTCORE FINANCIAL SERVICES LLC | COM NEW | 603 | $6,000 | 58 | 0.00 | 58 | +Inf | 09-30-2022 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 604 | $6,000 | 56 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |