Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEMES RUSH GROUP LLC | COM | 701 | $540,710 | 5,437 | 0.00 | 0.00 | -3,385 | -38.37 | 12-31-2023 |
B RILEY WEALTH MANAGEMENT INC | COM | 702 | $774,000 | 5,419 | 0.00 | 0.04 | 2,571 | 90.27 | 06-30-2022 |
QS INVESTORS LLC | COM | 703 | $1,272,000 | 5,410 | 0.02 | 0.01 | 400 | 7.98 | 06-30-2021 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 704 | $537,033 | 5,400 | 0.00 | 0.00 | -898 | -14.26 | 12-31-2023 |