Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM NEW | 601 | $2,160,057 | 13,016 | 0.00 | 0.00 | -273 | -2.05 | 03-31-2024 |
HARBOUR CAPITAL ADVISORS LLC | COM NEW | 602 | $2,031,349 | 12,808 | 0.00 | 0.00 | 160 | 1.27 | 03-31-2024 |
HIGHTOWER TRUST COMPANY NA | COM NEW | 603 | $1,958,907 | 12,701 | 0.00 | 0.24 | -468 | -3.55 | 03-31-2023 |
EUDAIMONIA PARTNERS LLC | Stock | 604 | $2,048,256 | 12,700 | 0.00 | 0.00 | 200 | 1.60 | 03-31-2024 |