Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKESHORE FINANCIAL PLANNING INC | COM | 3751 | $469,366 | 2,892 | 0.00 | 0.00 | -853 | -22.78 | 03-31-2024 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 3752 | $468,620 | 2,888 | 0.00 | 0.00 | 105 | 3.77 | 03-31-2024 |
VERUS FINANCIAL PARTNERS INC | COM | 3753 | $417,898 | 2,888 | 0.00 | 0.00 | 575 | 24.86 | 09-30-2023 |
TREK FINANCIAL LLC | COM | 3754 | $467,652 | 2,882 | 0.00 | 0.00 | -1,068 | -27.04 | 03-31-2024 |