Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | COM NEW | 701 | $31,868 | 750 | 0.00 | 750 | +Inf | 06-30-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 702 | $37,000 | 735 | 0.01 | 0.00 | 335 | 83.75 | 09-30-2021 |
CUTLER GROUP LLC / CA | COM NEW | Liquidated | $0 | 0 | 0.00 | 706 | +Inf | 12-31-2023 | |
INDEXIQ ADVISORS LLC | COM NEW | 704 | $41,000 | 680 | 0.00 | 680 | +Inf | 03-31-2022 |