Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 751 | $35,000 | 1,459 | 0.00 | 0.00 | 386 | 35.97 | 12-31-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM SER A | 752 | $20,858 | 837 | 0.00 | 837 | +Inf | 03-31-2022 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 753 | $17,000 | 692 | 0.00 | 0.00 | 263 | 61.31 | 09-30-2021 |
GABLES CAPITAL MANAGEMENT INC | COM SER A | 754 | $14,000 | 580 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |