Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1051 | $6,091 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1052 | $5,158 | 47 | 0.00 | 47 | +Inf | 06-30-2023 | |
KISTLER-TIFFANY COMPANIES LLC | COM | 1053 | $4,750 | 47 | 0.00 | 0.00 | 5 | 11.90 | 03-31-2023 |
CENTERPOINT ADVISORS LLC | COM | 1054 | $7,000 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |