Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOTALING INVESTMENT MANAGEMENT LLC | COM NEW | 451 | $208,000 | 4,245 | 0.09 | 4,245 | +Inf | 12-31-2022 | |
PRINCIPAL SECURITIES INC | COM NEW | 452 | $177,534 | 4,227 | 0.00 | 0.00 | 3,186 | 306.05 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 4,225 | +Inf | 12-31-2023 | |
COVESTOR LTD | COMMON | 454 | $172,000 | 4,098 | 0.11 | 0.12 | 304 | 8.01 | 03-31-2024 |