Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HHM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LGT FINANCIAL ADVISORS LLC | COM | 452 | $4,645 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 453 | $7,474 | 55 | 0.00 | 55 | +Inf | 06-30-2023 | |
LINDBROOK CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 50 | 1000.00 | 03-31-2024 |