Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 1801 | $52,012 | 477 | 0.00 | 477 | +Inf | 06-30-2023 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 1802 | $55,000 | 475 | 0.06 | 475 | +Inf | 03-31-2021 | |
MISSOURI TRUST & INVESTMENT CO | COM | 1803 | $78,893 | 456 | 0.00 | 0.00 | 290 | 174.70 | 03-31-2024 |
CORDASCO FINANCIAL NETWORK | COM | 1804 | $63,000 | 456 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2022 |