Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEVEN MILE ADVISORY | Stock | 1501 | $232,417 | 1,561 | 0.00 | 0.00 | 17 | 1.10 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1502 | $170,289 | 1,557 | 0.00 | 1,557 | +Inf | 06-30-2023 | |
ARKADIOS WEALTH ADVISORS | Stock | 1503 | $231,885 | 1,557 | 0.00 | 0.00 | -318 | -16.96 | 03-31-2024 |
HBW ADVISORY SERVICES LLC | COM | 1504 | $203,000 | 1,552 | 0.04 | 1,552 | +Inf | 03-31-2024 |