Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WRIGHT INVESTORS SERVICE INC | CAP STK CL C | 1701 | $5,579,415 | 36,644 | 0.00 | 0.00 | -9,871 | -21.22 | 03-31-2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | CAP STK CL C | 1702 | $3,522,000 | 36,631 | 2.59 | 2.58 | 34,929 | 2052.23 | 09-30-2022 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | CAP STK CL C | 1703 | $5,565,867 | 36,609 | 0.00 | 0.00 | -17,172 | -31.93 | 03-31-2024 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 1704 | $5,561,890 | 36,529 | 0.00 | 0.00 | 34 | 0.09 | 03-31-2024 |