Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 551 | $18,895,317 | 126,678 | 0.00 | 0.00 | 4,040 | 3.29 | 12-31-2023 |
MORNINGSTAR INVESTMENT SERVICES LLC | COM | 552 | $21,602,000 | 126,634 | 0.28 | 0.25 | 1,198 | 0.96 | 09-30-2023 |
UNITED BANK | COMMON STOCK | 553 | $18,866,807 | 126,487 | 0.00 | 0.00 | 1,314 | 1.05 | 12-31-2023 |
PROSPERA FINANCIAL SERVICES INC | COM | 554 | $18,865,458 | 126,478 | 0.00 | 0.00 | 35,242 | 38.63 | 12-31-2023 |