Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH MANAGEMENT INC | COM NEW | 401 | $865,000 | 17,591 | 0.00 | 0.13 | -11,721 | -39.99 | 06-30-2022 |
PITTENGER & ANDERSON INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -94,835 | -84.42 | 12-31-2023 |
TRIUMPH CAPITAL MANAGEMENT | COM | 403 | $587,850 | 17,392 | 0.00 | 17,392 | +Inf | 03-31-2024 | |
B RILEY WEALTH ADVISORS INC | COM NEW | 404 | $672,944 | 17,305 | 0.00 | 0.00 | 3,855 | 28.66 | 03-31-2024 |