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
3M CO COM Stock 351 $157,985 1,578 0.00 1,578 +Inf 06-30-2023
BNY MELLON MUN BD INFRASTRUCTU COM SHS CEF 352 $157,748 14,647 0.00 14,647 +Inf 06-30-2023
PROPETRO HLDG CORP COM Stock 353 $156,560 19,000 0.00 19,000 +Inf 06-30-2023
TJX COS INC NEW COM Stock 354 $156,268 1,843 0.00 1,843 +Inf 06-30-2023
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