Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 3.96 | 12-31-2023 |
ELCO MANAGEMENT CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,498 | +Inf | 12-31-2023 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 353 | $284,593 | 10,459 | 0.00 | 0.00 | 119 | 1.15 | 03-31-2024 |
ALLIED INVESTMENT ADVISORS LLC | COM | 354 | $277,814 | 10,210 | 0.00 | 0.00 | -594 | -5.50 | 03-31-2024 |