Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 1401 | $9,261 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1402 | $8,000 | 111 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
WETZEL INVESTMENT ADVISORS INC | CNC | 1403 | $8,113 | 110 | 0.00 | 0.00 | 25 | 29.41 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1404 | $8,319 | 106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |