Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | COM | 2851 | $273,832 | 602 | 0.00 | 0.00 | 2 | 0.33 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 2852 | $276,228 | 600 | 0.00 | 600 | +Inf | 06-30-2023 | |
HOWARD WEALTH MANAGEMENT LLC | COM | 2853 | $272,922 | 600 | 0.00 | 0.00 | -39 | -6.10 | 03-31-2024 |
CLEAR STREET MARKETS LLC | COM | Liquidated | $0 | 0 | 0.03 | 0.05 | -298 | -33.18 | 03-31-2024 |