Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1851 | $110,206 | 963 | 0.00 | 963 | +Inf | 06-30-2023 | |
LRI INVESTMENTS LLC | Stock | 1852 | $123,965 | 958 | 0.00 | 958 | +Inf | 03-31-2024 | |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1853 | $75,000 | 901 | 0.02 | 0.01 | 71 | 8.55 | 06-30-2021 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1854 | $100,021 | 874 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |