Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDRUS LLC | COM UNIT PART IN | Liquidated | $0 | 0 | 0.00 | 3,044 | +Inf | 03-31-2023 | |
B RILEY WEALTH MANAGEMENT INC | COM UNIT PART IN | 552 | $224,000 | 3,017 | 0.00 | 3,017 | +Inf | 06-30-2022 | |
SNOWDEN CAPITAL ADVISORS LLC | COM UNIT PART IN | 553 | $217,626 | 2,850 | 0.00 | 2,850 | +Inf | 06-30-2021 | |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 554 | $82,833 | 2,754 | 0.00 | 2,754 | +Inf | 03-31-2024 |