Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 351 | $238,226 | 3,075 | 0.00 | 0.00 | -2,786 | -47.53 | 03-31-2024 |
CREATIVE PLANNING | COM | 352 | $307,834 | 3,053 | 0.00 | 3,053 | +Inf | 12-31-2023 | |
SEACREST WEALTH MANAGEMENT LLC | COM | 353 | $314,652 | 3,039 | 0.00 | 0.00 | -1,783 | -36.98 | 03-31-2024 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 354 | $313,726 | 3,030 | 0.00 | 3,030 | +Inf | 03-31-2024 |