Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 851 | $637,375 | 14,944 | 0.00 | 0.00 | 1,803 | 13.72 | 03-31-2024 |
CPWM LLC | Equities | 852 | $571,000 | 14,814 | 0.05 | 0.05 | 900 | 6.47 | 09-30-2022 |
HANCOCK WHITNEY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 472 | 3.29 | 03-31-2024 |
BESSEMER GROUP INC | SC | 854 | $671,000 | 14,755 | 0.00 | 0.00 | -6,136 | -29.37 | 03-31-2023 |