Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 551 | $16,730 | 326 | 0.00 | 326 | +Inf | 12-31-2023 | |
IFP ADVISORS INC | cs | 552 | $15,846 | 301 | 0.00 | 301 | +Inf | 12-31-2023 | |
PINNACLE FINANCIAL PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -25 | -8.22 | 12-31-2023 |