Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FERMATA ADVISORS LLC | COM | 2001 | $204,967 | 791 | 0.00 | 791 | +Inf | 03-31-2024 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 2002 | $126,000 | 791 | 0.07 | 0.04 | 150 | 23.40 | 06-30-2021 |
TRUST CO | COM | 2003 | $204,194 | 788 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MIDLAND WEALTH ADVISORS LLC | COM | 2004 | $203,676 | 786 | 0.00 | 786 | +Inf | 03-31-2024 |