Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALUED WEALTH ADVISORS LLC | COM | 701 | $1,935 | 46 | 0.00 | 46 | +Inf | 03-31-2024 | |
FARTHER FINANCE ADVISORS LLC | Stock | 702 | $1,524 | 43 | 0.00 | 43 | +Inf | 06-30-2023 | |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 703 | $1,397 | 36 | 0.00 | 0.11 | 0 | 0.00 | 09-30-2023 |
VALLEY NATIONAL ADVISERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 20.00 | 03-31-2024 |