Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 1051 | $889,224 | 8,082 | 0.00 | 0.00 | 3,062 | 61.00 | 03-31-2024 |
PROFFITT & GOODSON INC | COM | 1052 | $1,104,113 | 8,034 | 0.00 | 0.00 | -202 | -2.45 | 03-31-2024 |
FINANCIAL INSIGHTS INC | COM | 1053 | $1,103,013 | 8,026 | 0.00 | 8,026 | +Inf | 03-31-2024 | |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 1054 | $752,000 | 7,998 | 1.35 | 1.54 | 290 | 3.76 | 06-30-2022 |