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 |
|---|---|---|---|---|---|---|---|---|---|
| WATSCO INC COM | Stock | 451 | $102,997 | 270 | 0.00 | 270 | +Inf | 06-30-2023 | |
| PAYCHEX INC COM | Stock | 452 | $102,025 | 912 | 0.00 | 912 | +Inf | 06-30-2023 | |
| CHURCH & DWIGHT CO INC COM | Stock | 453 | $101,433 | 1,012 | 0.00 | 1,012 | +Inf | 06-30-2023 | |
| VANECK SHORT MUNI ETF | ETF | 454 | $101,010 | 6,000 | 0.00 | 6,000 | +Inf | 06-30-2023 |
