Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 3201 | $223,000 | 3,340 | 0.12 | 0.11 | -714 | -17.61 | 06-30-2021 |
PINNACLE BANCORP INC | COM | 3202 | $180,369 | 3,326 | 0.00 | 0.00 | 565 | 20.46 | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 3203 | $179,664 | 3,313 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 3204 | $178,743 | 3,296 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |