Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNHILL FINANCIAL LLC | SH BEN INT | 1101 | $1,658 | 26 | 0.00 | 0.00 | 4 | 18.18 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | SH BEN INT | 1102 | $2,000 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -20.69 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | SH BEN INT | 1104 | $1,346 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |