Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 751 | $56,000 | 419 | 0.00 | 0.00 | 11 | 2.70 | 06-30-2021 |
CSAT INVESTMENT ADVISORY LP | COM | 752 | $51,000 | 397 | 0.04 | 397 | +Inf | 03-31-2021 | |
PRIVATE CAPITAL GROUP LLC | Common Stock | 753 | $52,000 | 386 | 0.01 | 0.01 | -12 | -3.02 | 06-30-2021 |
BERMAN CAPITAL ADVISORS LLC | Stock | 754 | $38,000 | 289 | 0.01 | 0.00 | 182 | 170.09 | 09-30-2021 |