Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | Common Stock | 1101 | $4,090,889 | 22,665 | 0.00 | 0.00 | -2,221 | -8.92 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | COM | 1102 | $16,934,000 | 22,651 | 0.02 | 0.11 | 9,648 | 74.20 | 06-30-2022 |
SANFORD ADVISORY SERVICES LLC | COM | 1103 | $1,434,000 | 22,630 | 0.41 | 0.47 | 1,000 | 4.62 | 09-30-2022 |
MIRABELLA FINANCIAL SERVICES LLP | COM | 1104 | $4,068,245 | 22,540 | 0.00 | 0.00 | 3,369 | 17.57 | 03-31-2024 |