Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 1801 | $9,425,536 | 19,422 | 0.00 | 0.55 | 13,539 | 230.14 | 03-31-2024 |
JAMES INVESTMENT RESEARCH INC | CL A | 1802 | $9,422,194 | 19,404 | 0.00 | 0.00 | -818 | -4.05 | 03-31-2024 |
PFS INVESTMENTS INC | COMMON | 1803 | $2,632,000 | 19,398 | 0.05 | 0.06 | 607 | 3.23 | 09-30-2022 |
BUTTONWOOD FINANCIAL ADVISORS INC | CL A | 1804 | $9,416,261 | 19,392 | 0.00 | 0.00 | -680 | -3.39 | 03-31-2024 |