Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WFA OF SAN DIEGO LLC | CL A | 1351 | $5,406 | 200 | 0.00 | 200 | +Inf | 09-30-2023 | |
HOOVER FINANCIAL ADVISORS INC | CL A | 1352 | $16,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
SONORA INVESTMENT MANAGEMENT LLC | CL A | 1353 | $10,000 | 200 | 0.00 | 200 | +Inf | 09-30-2021 | |
ACCENT CAPITAL MANAGEMENT LLC | CL A COM | 1354 | $6,934 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |