Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1201 | $61,855 | 654 | 0.00 | 654 | +Inf | 06-30-2023 | |
INDEXIQ ADVISORS LLC | COM | 1202 | $40,000 | 642 | 0.00 | 642 | +Inf | 03-31-2022 | |
GLASSMAN WEALTH SERVICES | COM | 1203 | $59,964 | 634 | 0.00 | 0.00 | -312 | -32.98 | 06-30-2023 |
BOKF NA | COM | 1204 | $52,874 | 633 | 0.00 | 0.00 | -43 | -6.36 | 12-31-2023 |