Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHMARK WEALTH MANAGEMENT LLC | COM | 1701 | $11,238 | 23 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1702 | $10,578 | 22 | 0.00 | 22 | +Inf | 06-30-2023 | |
ACIMA PRIVATE WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 03-31-2024 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1704 | $10,000 | 21 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2021 |