Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | CL A | 951 | $385,001 | 5,684 | 0.00 | 0.00 | 716 | 14.41 | 03-31-2024 |
CLEARALPHA TECHNOLOGIES LP | CL A | 952 | $415,628 | 5,671 | 0.00 | 5,671 | +Inf | 03-31-2024 | |
PERIGON WEALTH MANAGEMENT LLC | CL A | 953 | $414,361 | 5,654 | 0.00 | 0.00 | 911 | 19.21 | 03-31-2024 |
FARR MILLER & WASHINGTON LLC/DC | COM | 954 | $420,000 | 5,653 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2021 |