Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BREWIN DOLPHIN LTD | COM | 1701 | $479,000 | 787 | 0.02 | 787 | +Inf | 06-30-2022 | |
BURFORD BROTHERS INC | COM | 1702 | $638,078 | 786 | 0.00 | 786 | +Inf | 12-31-2023 | |
SEACREST WEALTH MANAGEMENT LLC | COM | 1703 | $651,120 | 781 | 0.00 | 0.00 | -5 | -0.64 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1704 | $539,089 | 780 | 0.00 | 780 | +Inf | 06-30-2023 |