Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1401 | $2,898 | 106 | 0.00 | 106 | +Inf | 06-30-2023 | |
AUTHENTIKOS WEALTH ADVISORY LLC | CL A | Liquidated | $0 | 0 | 0.00 | 106 | +Inf | 12-31-2023 | |
VALLEY NATIONAL ADVISERS INC | CL A | 1403 | $3,000 | 105 | 0.00 | 0.00 | 25 | 31.25 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1404 | $2,703 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |