Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STIFEL FINANCIAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 327 | 2.66 | 12-31-2023 |
CSS LLC/IL | COM | 52 | $59,445,000 | 11,633 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
B RILEY WEALTH ADVISORS INC | COM | 53 | $53,465 | 10,282 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LPL FINANCIAL LLC | COM | 54 | $50,578 | 10,015 | 0.00 | 10,015 | +Inf | 03-31-2024 |