Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 851 | $8,000 | 41 | 0.00 | 0.00 | 20 | 95.24 | 09-30-2021 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 852 | $17,438 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 853 | $17,002 | 39 | 0.00 | 0.00 | 2 | 5.41 | 03-31-2024 |
HORIZON INVESTMENTS LLC | COM | 854 | $16,893 | 39 | 0.00 | 39 | +Inf | 03-31-2024 |