Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1901 | $20,000 | 1,555 | 0.01 | 0.01 | 1 | 0.06 | 06-30-2021 |
MERCER CAPITAL ADVISERS INC | COM | 1902 | $155,000 | 1,508 | 0.08 | 0.09 | -11,595 | -88.49 | 09-30-2021 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 1903 | $262,242 | 1,494 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACROPOLIS INVESTMENT MANAGEMENT LLC | COM | 1904 | $255,221 | 1,454 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |