Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 51 | $488,951 | 50,407 | 0.00 | 0.00 | -3,541 | -6.56 | 03-31-2024 |
INVICTUS PRIVATE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | GLOBAL HIG COM | 53 | $466,000 | 43,890 | 0.00 | 0.00 | -1,341 | -2.96 | 03-31-2024 |
CHOATE INVESTMENT ADVISORS | COM | 54 | $424,336 | 43,746 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |