Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 601 | $19,170 | 195 | 0.00 | 195 | +Inf | 06-30-2023 | |
QUARRY LP | CL A | Liquidated | $0 | 0 | 0.00 | 195 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | CL A | 603 | $17,310 | 176 | 0.00 | 0.00 | 1 | 0.57 | 06-30-2023 |
AMELIORA WEALTH MANAGEMENT LTD | CL A | 604 | $21,664 | 169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |