Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENJAMIN F EDWARDS & COMPANY INC | COM | 151 | $120,000 | 9,775 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | CEF | 152 | $93,856 | 8,112 | 0.00 | 8,112 | +Inf | 06-30-2023 | |
CWM LLC | COM | 153 | $96,000 | 7,871 | 0.00 | 0.00 | 6,410 | 438.74 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 154 | $91,491 | 7,487 | 0.00 | 7,487 | +Inf | 03-31-2024 |