Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 801 | $38,000 | 289 | 0.01 | 0.00 | 182 | 170.09 | 09-30-2021 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 802 | $27,000 | 214 | 0.02 | 0.02 | 4 | 1.90 | 06-30-2022 |
HOLLOWAY WEALTH MANAGEMENT LLC | COM | 803 | $28,000 | 205 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
BBVA USA | COM | 804 | $17,000 | 128 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |