Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 1401 | $367,000 | 1,058 | 0.03 | 0.03 | 23 | 2.22 | 12-31-2021 |
B RILEY WEALTH MANAGEMENT INC | SHS | 1402 | $300,000 | 1,044 | 0.00 | 0.02 | 268 | 34.54 | 06-30-2022 |
CLARAPHI ADVISORY NETWORK LLC | SHS | 1403 | $324,000 | 1,016 | 0.09 | 0.12 | 26 | 2.63 | 03-31-2022 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1404 | $263,000 | 977 | 0.04 | 977 | +Inf | 09-30-2022 |