Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 351 | $16,000 | 301 | 0.00 | 301 | +Inf | 09-30-2022 | |
BDO WEALTH ADVISORS LLC | COM | 352 | $15,205 | 288 | 0.00 | 0.00 | 1 | 0.35 | 06-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 353 | $14,174 | 275 | 0.00 | 0.00 | -2 | -0.72 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 354 | $14,451 | 274 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |