Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 601 | $2,962,753 | 5,795 | 0.00 | 0.00 | 3,129 | 117.37 | 12-31-2023 |
VAN HULZEN ASSET MANAGEMENT LLC | COM | 602 | $2,954,000 | 5,777 | 0.21 | 0.02 | 5,207 | 913.51 | 12-31-2023 |
CALIBER WEALTH MANAGEMENT LLC | COM | 603 | $2,136,014 | 5,657 | 0.00 | 0.00 | 355 | 6.70 | 03-31-2024 |
PRUDENTIAL PLC | COM | 604 | $2,133,605 | 5,637 | 0.00 | 0.00 | -3,825 | -40.42 | 06-30-2023 |