Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 27 | +Inf | 12-31-2023 | |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 1802 | $6,000 | 26 | 0.00 | 26 | +Inf | 09-30-2022 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1803 | $7,000 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1804 | $7,284 | 25 | 0.00 | 0.00 | -56 | -69.14 | 03-31-2024 |