Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1551 | $1,718,146 | 4,957 | 0.00 | 0.00 | 751 | 17.86 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | SHS CLASS A | 1552 | $99,565,000 | 4,954 | 0.12 | 0.10 | 1,231 | 33.06 | 06-30-2022 |
FARTHER FINANCE ADVISORS LLC | Stock | 1553 | $1,528,126 | 4,952 | 0.00 | 4,952 | +Inf | 06-30-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | SHS CLASS A | 1554 | $1,709,318 | 4,932 | 0.00 | 0.00 | -417 | -7.80 | 03-31-2024 |