Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CCG WEALTH MANAGEMENT LLC | COM | 3451 | $651,582 | 1,699 | 0.00 | 0.00 | -238 | -12.29 | 03-31-2024 |
LIBRA WEALTH LLC | COM | 3452 | $650,969 | 1,697 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TANDEM INVESTMENT ADVISORS INC | COM | 3453 | $650,000 | 1,694 | 0.03 | 0.02 | 222 | 15.08 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 3454 | $525,676 | 1,692 | 0.00 | 1,692 | +Inf | 06-30-2023 |