Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1651 | $65,739 | 1,163 | 0.00 | 1,163 | +Inf | 06-30-2023 | |
SALOMON & LUDWIN LLC | COM | 1652 | $85,301 | 1,151 | 0.00 | 1,151 | +Inf | 03-31-2024 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1653 | $71,000 | 1,129 | 0.02 | 0.03 | -1,247 | -52.48 | 06-30-2022 |
AM SQUARED LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 300 | 37.50 | 03-31-2024 |