Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALOMON & LUDWIN LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.04 | 0 | 0.00 | 03-31-2024 |
KANAWHA CAPITAL MANAGEMENT LLC | COM | 2602 | $333,070 | 1,623 | 0.00 | 0.00 | 166 | 11.39 | 03-31-2024 |
TRIAD WEALTH PARTNERS LLC | COM | 2603 | $332,742 | 1,621 | 0.00 | 1,621 | +Inf | 03-31-2024 | |
WATERWAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,621 | +Inf | 03-31-2024 |