Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDEN STATE WEALTH MANAGEMENT LLC | MF Closed and MF Open | 1 | $1,975,000 | 88,687 | 0.65 | 88,687 | +Inf | 03-31-2022 | |
ASHTON THOMAS PRIVATE WEALTH LLC | CEF | 2 | $1,686,050 | 79,794 | 0.00 | 79,794 | +Inf | 09-30-2021 |