Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 501 | $22,000 | 1,000 | 0.00 | 1,000 | +Inf | 09-30-2021 | |
HHM WEALTH ADVISORS LLC | CALL | 502 | $68,250 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
VERSANT CAPITAL MANAGEMENT INC | Stock | 503 | $45,987 | 744 | 0.00 | 0.00 | 7 | 0.95 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 504 | $38,502 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |