Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMR WEALTH BUILDERS | COM | 2351 | $1,802,510 | 11,109 | 0.00 | 0.00 | 1,769 | 18.94 | 03-31-2024 |
WALKER ASSET MANAGEMENT LLC | COM | 2352 | $1,802,081 | 11,107 | 0.00 | 0.00 | -3 | -0.03 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 2353 | $1,684,169 | 11,099 | 0.00 | 11,099 | +Inf | 06-30-2023 | |
HC FINANCIAL ADVISORS INC | COM | 2354 | $1,691,000 | 11,064 | 1.01 | 1.03 | -282 | -2.49 | 03-31-2022 |