Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 1101 | $939,154 | 5,364 | 0.00 | 5,364 | +Inf | 09-30-2023 | |
B RILEY WEALTH MANAGEMENT INC | COM | 1102 | $783,000 | 5,357 | 0.00 | 5,357 | +Inf | 06-30-2022 | |
FLAGSHIP HARBOR ADVISORS LLC | COM | 1103 | $1,056,982 | 5,344 | 0.00 | 0.00 | 10 | 0.19 | 03-31-2024 |
NEW HAMPSHIRE TRUST | Equities | 1104 | $1,055,605 | 5,337 | 0.00 | 0.00 | -46 | -0.85 | 03-31-2024 |