Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM NEW | 951 | $466,678 | 5,970 | 0.00 | 0.00 | -57 | -0.95 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 952 | $463,353 | 5,928 | 0.00 | 0.29 | -12,625 | -68.05 | 03-31-2024 |
BARON WEALTH MANAGEMENT LLC | COM NEW | 953 | $455,902 | 5,832 | 0.00 | 0.00 | -246 | -4.05 | 03-31-2024 |
SIGNATUREFD LLC | COM NEW | 954 | $452,057 | 5,783 | 0.00 | 0.00 | 341 | 6.27 | 03-31-2024 |