Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIGGS ASSET MANAGMENT CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | 702 | $3,487 | 34 | 0.00 | 0.00 | 3 | 9.68 | 03-31-2024 |
PINERIDGE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 03-31-2024 | |
LGT FINANCIAL ADVISORS LLC | COM | 704 | $3,210 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |