Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | CL A | 1551 | $6,000 | 84 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FRANK RIMERMAN ADVISORS LLC | CL A | 1552 | $6,083 | 83 | 0.00 | 83 | +Inf | 03-31-2024 | |
SUREVEST LLC | CL A | 1553 | $5,000 | 80 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -35 | -30.97 | 03-31-2024 |