Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | 501 | $5,316 | 192 | 0.00 | 0.00 | -245 | -56.06 | 03-31-2024 |
DENALI ADVISORS LLC | COM | 502 | $4,922 | 178 | 0.00 | 0.00 | 33 | 22.76 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 152 | 760.00 | 12-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 504 | $5,654 | 170 | 0.00 | 170 | +Inf | 06-30-2023 |