Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 351 | $11,000 | 187 | 0.00 | 0.00 | 22 | 13.33 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 352 | $10,398 | 184 | 0.00 | 184 | +Inf | 06-30-2023 | |
ADVISORNET FINANCIAL INC | Stock | 353 | $9,501 | 165 | 0.00 | 0.00 | 20 | 13.79 | 03-31-2024 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |