Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 601 | $64,336 | 999 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 602 | $55,290 | 858 | 0.00 | 0.00 | 67 | 8.47 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 603 | $55,000 | 700 | 0.01 | 700 | +Inf | 09-30-2021 | |
ANCHOR INVESTMENT MANAGEMENT LLC | REIT | 604 | $43,248 | 672 | 0.00 | 672 | +Inf | 03-31-2024 |