Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENWICH WEALTH MANAGEMENT LLC | UNIT SER 1 | 901 | $16,820,000 | 37,883 | 1.34 | 1.46 | 1,806 | 5.01 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | UNIT SER 1 | 902 | $23,482,000 | 37,828 | 0.03 | 1.08 | -683 | -1.77 | 06-30-2022 |
ARCHER INVESTMENT CORP | ETF | 903 | $16,787,980 | 37,810 | 0.01 | 0.00 | 739 | 1.99 | 03-31-2024 |
IMPACT PARTNERSHIP WEALTH LLC | UNIT SER 1 | 904 | $16,740,223 | 37,703 | 0.01 | 0.01 | -3,713 | -8.97 | 03-31-2024 |