Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 1251 | $76,000 | 1,554 | 0.01 | 0.01 | 761 | 95.96 | 09-30-2021 |
COLONIAL TRUST ADVISORS | Stock | 1252 | $141,019 | 1,399 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1253 | $78,000 | 1,369 | 0.04 | 0.02 | 445 | 48.16 | 06-30-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1254 | $91,000 | 1,353 | 0.01 | 1,353 | +Inf | 09-30-2022 |