Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXXCESS WEALTH MANAGEMENT LLC | COM | 151 | $199,160 | 15,523 | 0.00 | 0.00 | 4,943 | 46.72 | 03-31-2024 |
CAPITAL ASSET ADVISORY SERVICES LLC | COM | 152 | $184,568 | 15,523 | 0.00 | 0.00 | 4,943 | 46.72 | 03-31-2024 |
NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 153 | $198,000 | 15,412 | 0.00 | 0.00 | -17 | -0.11 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 154 | $189,320 | 14,756 | 0.00 | 0.07 | 2,350 | 18.94 | 03-31-2024 |