Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1551 | $265,000 | 1,086 | 0.14 | 0.12 | 40 | 3.82 | 06-30-2021 |
DOVER ADVISORS LLC | COM | 1552 | $319,695 | 1,085 | 0.00 | 0.00 | 35 | 3.33 | 03-31-2024 |
PETRUS TRUST COMPANY LTA | COM | 1553 | $319,401 | 1,084 | 0.00 | 0.00 | -1,739 | -61.60 | 03-31-2024 |
CREATIVEONE WEALTH LLC | COM | 1554 | $318,000 | 1,080 | 0.01 | 1,080 | +Inf | 03-31-2024 |