Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | 3801 | $103,735 | 3,081 | 0.00 | 0.00 | 2 | 0.06 | 12-31-2023 |
RIGGS ASSET MANAGMENT CO INC | COM | 3802 | $87,735 | 3,058 | 0.00 | 0.00 | -324 | -9.58 | 06-30-2023 |
DOUGHERTY WEALTH ADVISERS LLC | Stock | 3803 | $115,846 | 3,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ELEQUIN CAPITAL LP | COM | 3804 | $102,390 | 3,041 | 0.00 | 3,041 | +Inf | 12-31-2023 |