Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 751 | $45,000 | 423 | 0.01 | 0.00 | 298 | 238.40 | 09-30-2021 |
CSAT INVESTMENT ADVISORY LP | COM | 752 | $53,000 | 375 | 0.04 | 375 | +Inf | 03-31-2021 | |
HC FINANCIAL ADVISORS INC | COM | 753 | $35,000 | 342 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2022 |