Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GM ADVISORY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 3,357 | +Inf | 12-31-2023 | |
VOYA FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 68 | 2.07 | 12-31-2023 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 3153 | $223,000 | 3,340 | 0.12 | 0.11 | -714 | -17.61 | 06-30-2021 |
PINNACLE BANCORP INC | COM | 3154 | $180,369 | 3,326 | 0.00 | 0.00 | 565 | 20.46 | 03-31-2024 |