Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IGNITE PLANNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -44 | -4.21 | 12-31-2023 |
ASCENDANT CAPITAL MANAGEMENT LLC | COM | 752 | $1,318,060 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2023 | |
B RILEY WEALTH ADVISORS INC | COM | 753 | $1,571,540 | 1,000 | 0.00 | 0.00 | -104 | -9.42 | 12-31-2023 |
SIMPLICITY WEALTHLLC | COM | 754 | $1,507,424 | 997 | 0.00 | 997 | +Inf | 03-31-2024 |