Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1752 | $24,000 | 590 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 1753 | $21,216 | 589 | 0.00 | 0.00 | -130 | -18.08 | 12-31-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 1754 | $20,406 | 564 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |