Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -198 | -8.55 | 12-31-2023 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 542 | 34.48 | 03-31-2024 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 1,994 | +Inf | 12-31-2023 | |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1354 | $74,727 | 1,989 | 0.00 | 0.00 | 244 | 13.98 | 03-31-2024 |