Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM NEW | 751 | $21,708 | 439 | 0.00 | 0.00 | -1,586 | -78.32 | 03-31-2024 |
IFP ADVISORS INC | cs | 752 | $18,544 | 412 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -138 | -25.65 | 12-31-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM NEW | 754 | $19,286 | 390 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |