Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 1001 | $47,963 | 625 | 0.00 | 0.00 | -1,013 | -61.84 | 12-31-2023 |
MILESTONE WEALTH LLC | COMMON STOCK | 1002 | $56,000 | 616 | 0.06 | 0.07 | 0 | 0.00 | 06-30-2022 |
WEST TOWER GROUP LLC | COM | 1003 | $42,898 | 559 | 0.00 | 559 | +Inf | 12-31-2023 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1004 | $69,000 | 535 | 0.04 | 0.03 | 0 | 0.00 | 06-30-2021 |