Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FARTHER FINANCE ADVISORS LLC 09-12-2023 06-30-2023 2511 457,701,849
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FIRST INDL RLTY TR INC COM REIT 1451 $4,843 92 0.00 92 +Inf 06-30-2023
TEGNA INC COM Stock 1452 $4,758 293 0.00 293 +Inf 06-30-2023
DOORDASH INC CL A Stock 1453 $4,738 62 0.00 62 +Inf 06-30-2023
SCHWAB U.S. REIT ETF ETF 1454 $4,726 242 0.00 242 +Inf 06-30-2023
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