Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | CL A | 651 | $32,000 | 1,669 | 0.00 | 0.00 | -397 | -19.22 | 06-30-2021 |
BERMAN CAPITAL ADVISORS LLC | Stock | 652 | $41,000 | 1,662 | 0.01 | 0.00 | 792 | 91.03 | 09-30-2021 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 653 | $72,786 | 1,400 | 0.00 | 1,400 | +Inf | 03-31-2024 | |
AMERICAN NATIONAL BANK | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |