Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 851 | $64,231 | 998 | 0.00 | 0.00 | 631 | 171.93 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 852 | $52,296 | 983 | 0.00 | 983 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 853 | $72,000 | 886 | 0.01 | 0.01 | 414 | 87.71 | 09-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 854 | $72,000 | 884 | 0.02 | 0.02 | -360 | -28.94 | 06-30-2021 |