Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | 601 | $9,027 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 602 | $4,036 | 342 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 603 | $3,929 | 333 | 0.00 | 333 | +Inf | 06-30-2023 | |
HANSEATIC MANAGEMENT SERVICES INC | COM | 604 | $7,004 | 331 | 0.00 | 331 | +Inf | 12-31-2023 |