Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -493 | -13.42 | 12-31-2023 |
ARGENT TRUST CO | COMMON STOCK | 402 | $336,695 | 3,168 | 0.00 | 3,168 | +Inf | 03-31-2024 | |
ATRIA WEALTH SOLUTIONS INC | COM | 403 | $335,951 | 3,161 | 0.00 | 0.00 | 600 | 23.43 | 03-31-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 404 | $332,125 | 3,125 | 0.00 | 0.00 | 489 | 18.55 | 03-31-2024 |