Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1401 | $2,826,069 | 10,796 | 0.00 | 10,796 | +Inf | 06-30-2023 | |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC | COM | 1402 | $2,679,608 | 10,784 | 0.00 | 10,784 | +Inf | 12-31-2023 | |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 1403 | $1,895,016 | 10,780 | 0.00 | 0.00 | -1,195 | -9.98 | 03-31-2024 |
BRISTLECONE ADVISORS LLC | COM | 1404 | $1,894,138 | 10,775 | 0.00 | 0.00 | -3,814 | -26.14 | 03-31-2024 |