Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1151 | $19,740 | 564 | 0.00 | 564 | +Inf | 06-30-2023 | |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 1152 | $19,294 | 540 | 0.00 | 0.00 | -200 | -27.03 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1153 | $17,367 | 535 | 0.00 | 0.00 | -188 | -26.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 1154 | $17,074 | 526 | 0.00 | 0.00 | -23 | -4.19 | 03-31-2024 |