Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 751 | $49,676 | 498 | 0.00 | 0.00 | -1,116 | -69.14 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 752 | $50,000 | 492 | 0.01 | 0.00 | 241 | 96.02 | 09-30-2021 |
COPPELL ADVISORY SOLUTIONS LLC | TREX | 753 | $39,242 | 474 | 0.00 | 474 | +Inf | 12-31-2023 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |