Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSCEND CAPITAL ADVISORS LLC | Stock | 951 | $2,913,072 | 8,140 | 0.00 | 0.00 | 966 | 13.47 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | COM | 952 | $1,612,000 | 8,102 | 0.00 | 0.16 | 228 | 2.90 | 06-30-2022 |
HERITAGE WEALTH ADVISORS | COM | 953 | $656,259 | 8,084 | 0.00 | 0.00 | 7,934 | 5289.33 | 03-31-2024 |
ARGUS INVESTORS' COUNSEL INC | COM | 954 | $2,203,373 | 8,063 | 0.00 | 0.00 | -222 | -2.68 | 09-30-2023 |