Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1701 | $3,000 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
LIFESTEPS FINANCIAL INC | Stock | 1702 | $2,640 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
VALUED WEALTH ADVISORS LLC | COM | 1703 | $2,645 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
NEMES RUSH GROUP LLC | COM | 1704 | $2,434 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |