Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | SHS | 2951 | $216,000 | 1,742 | 0.11 | 0.08 | 120 | 7.40 | 06-30-2021 |
CONCORD WEALTH PARTNERS | SHS | 2952 | $151,641 | 1,740 | 0.00 | 0.00 | -5,663 | -76.50 | 03-31-2024 |
IMA WEALTH INC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -110 | -5.99 | 12-31-2023 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 2954 | $215,000 | 1,714 | 0.05 | 0.05 | -41 | -2.34 | 09-30-2021 |