Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAITLIN JOHN LLC | COM | 751 | $6,446 | 91 | 0.00 | 91 | +Inf | 12-31-2023 | |
FARTHER FINANCE ADVISORS LLC | Stock | 752 | $6,598 | 88 | 0.00 | 88 | +Inf | 06-30-2023 | |
HHM WEALTH ADVISORS LLC | COM | 753 | $7,385 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 754 | $7,216 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |