Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 801 | $2,768 | 155 | 0.00 | 155 | +Inf | 06-30-2023 | |
SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | COM | 802 | $2,984 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 803 | $1,000 | 145 | 0.00 | 145 | +Inf | 03-31-2024 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 804 | $1,833 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |