Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLE WEALTH MANAGEMENT LLC | COM NEW | 1301 | $1,039,621 | 11,041 | 0.00 | 0.00 | 692 | 6.69 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | COM NEW | 1302 | $834,000 | 10,960 | 0.00 | 0.04 | 4,295 | 64.44 | 06-30-2022 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM NEW | 1303 | $1,018,508 | 10,922 | 0.00 | 0.00 | -441 | -3.88 | 12-31-2023 |
GFG CAPITAL LLC | COM NEW | 1304 | $1,015,487 | 10,890 | 0.00 | 0.29 | -930,275 | -98.84 | 12-31-2023 |