Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOUNT VERNON ASSOCIATES INC /MD/ | com | 1301 | $339,000 | 2,450 | 0.30 | 0.31 | 0 | 0.00 | 06-30-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1302 | $338,150 | 2,421 | 0.00 | 0.00 | 864 | 55.49 | 06-30-2024 |
MODERA WEALTH MANAGEMENT LLC | COM | 1303 | $335,006 | 2,420 | 0.00 | 0.00 | -23 | -0.94 | 06-30-2024 |
COOPER FINANCIAL GROUP | COM | 1304 | $334,634 | 2,417 | 0.00 | 2,417 | +Inf | 06-30-2024 |