Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVISORS NETWORK INC | COM | 2001 | $410,609 | 4,057 | 0.00 | 4,057 | +Inf | 12-31-2022 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 2002 | $402,000 | 4,050 | 0.21 | 0.12 | 943 | 30.35 | 06-30-2021 |
WIDMANN FINANCIAL SERVICES INC | COM | 2003 | $380,836 | 4,048 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TOTH FINANCIAL ADVISORY CORP | COM | 2004 | $368,304 | 4,020 | 0.00 | 0.00 | -35 | -0.86 | 03-31-2024 |