Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM | 1101 | $2,668 | 30 | 0.00 | 0.00 | -6 | -16.67 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1102 | $3,000 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
NORTHWEST FINANCIAL ADVISORS | COM | 1103 | $2,490 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 1104 | $2,194 | 26 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |