Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 351 | $588,000 | 66,234 | 0.59 | 66,234 | +Inf | 06-30-2021 | |
B RILEY WEALTH MANAGEMENT INC | COM | 352 | $382,000 | 64,677 | 0.00 | 0.13 | -171,299 | -72.59 | 06-30-2022 |
NEXT FINANCIAL GROUP INC | COM | 353 | $546,000 | 60,578 | 0.04 | 0.02 | 36,605 | 152.69 | 06-30-2021 |