Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 1251 | $2,422,223 | 9,695 | 0.00 | 0.00 | 623 | 6.87 | 06-30-2024 |
ARABESQUE ASSET MANAGEMENT LTD | COM | 1252 | $2,585,000 | 9,632 | 1.10 | 0.82 | 1,352 | 16.33 | 06-30-2021 |
RIVER WEALTH ADVISORS LLC | COM | 1253 | $2,406,416 | 9,631 | 0.00 | 0.00 | 19 | 0.20 | 06-30-2024 |
MERIT FINANCIAL GROUP LLC | COM | 1254 | $2,397,714 | 9,597 | 0.00 | 0.00 | 2,175 | 29.30 | 06-30-2024 |