Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 601 | $17,367 | 355 | 0.00 | 355 | +Inf | 09-30-2022 | |
FARTHER FINANCE ADVISORS LLC | Stock | 602 | $17,475 | 334 | 0.00 | 334 | +Inf | 06-30-2023 | |
UMB BANK NA | COM | 603 | $21,033 | 315 | 0.00 | 0.00 | -6 | -1.87 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | COM | 604 | $21,000 | 308 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |