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 |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC COM | Stock | 401 | $123,052 | 1,979 | 0.00 | 1,979 | +Inf | 06-30-2023 | |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 402 | $121,923 | 57 | 0.00 | 57 | +Inf | 06-30-2023 | |
| ILLUMINA INC COM | Stock | 403 | $121,681 | 649 | 0.00 | 649 | +Inf | 06-30-2023 | |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 404 | $121,063 | 2,764 | 0.00 | 2,764 | +Inf | 06-30-2023 |
