Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | CL A | 1101 | $55,000 | 804 | 0.03 | 0.01 | 187 | 30.31 | 06-30-2021 |
GHP INVESTMENT ADVISORS INC | CL A | 1102 | $8,677 | 774 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
SOUND INCOME STRATEGIES LLC | CL A | 1103 | $8,667 | 755 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PFS PARTNERS LLC | CL A | 1104 | $8,610 | 750 | 0.00 | 750 | +Inf | 03-31-2024 |