Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH MANAGEMENT INC | COM | 51 | $1,271,000 | 151,618 | 0.00 | 0.04 | 90,434 | 147.81 | 06-30-2022 |
SIMPLIFY ASSET MANAGEMENT INC | COM | 52 | $1,471,800 | 147,033 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM | 53 | $1,206,808 | 140,001 | 0.00 | 0.00 | 9,920 | 7.63 | 03-31-2024 |
EDGEMOOR INVESTMENT ADVISORS INC | COM | 54 | $1,384,723 | 138,334 | 0.00 | 0.00 | 20,977 | 17.87 | 03-31-2024 |