Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1051 | $47,093 | 423 | 0.00 | 423 | +Inf | 06-30-2023 | |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 404 | +Inf | 03-31-2024 | |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GEN-WEALTH PARTNERS INC | Stock | 1054 | $45,132 | 400 | 0.00 | 400 | +Inf | 03-31-2024 |