Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1101 | $7,169 | 49 | 0.00 | 49 | +Inf | 06-30-2023 | |
BARRETT & COMPANY INC | COM | 1102 | $10,790 | 49 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MEADOWBROOK INVESTMENT ADVISORS LLC | Equiti | 1103 | $9,970 | 45 | 0.00 | 45 | +Inf | 12-31-2023 | |
LIFESTEPS FINANCIAL INC | Stock | 1104 | $8,476 | 44 | 0.00 | 44 | +Inf | 03-31-2024 |