Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 1401 | $153,000 | 710 | 0.01 | 0.02 | 93 | 15.07 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | COM | 1402 | $70,632,000 | 681 | 0.08 | 681 | +Inf | 06-30-2022 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 1403 | $187,716 | 659 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SALEM INVESTMENT COUNSELORS INC | COM | 1404 | $141,885 | 658 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |