Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIMUM INVESTMENT ADVISORS | COM | 1301 | $76,120 | 1,931 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BIVIN & ASSOCIATES INC | COM | 1302 | $58,000 | 1,850 | 0.06 | 0.06 | 0 | 0.00 | 06-30-2022 |
PSI ADVISORS LLC | Common Stock | 1303 | $71,937 | 1,825 | 0.00 | 0.00 | 6 | 0.33 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1304 | $59,910 | 1,816 | 0.00 | 1,816 | +Inf | 06-30-2023 |