Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $230,404 | 691 | 0.00 | 0.00 | 691 | +Inf | 03-31-2024 |
ARROW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.17 | -208 | -23.21 | 03-31-2024 |
DAKOTA WEALTH MANAGEMENT | COM | 1353 | $226,801 | 680 | 0.00 | 680 | +Inf | 03-31-2024 | |
ORACLE ALPHA INC | COM | 1354 | $226,467 | 679 | 0.00 | 0.00 | -98 | -12.61 | 03-31-2024 |