Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 1351 | $146,029 | 1,162 | 0.00 | 1,162 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 83 | 7.75 | 12-31-2023 |
NBC SECURITIES INC | Stock | 1353 | $122,000 | 1,154 | 0.01 | 0.01 | -68 | -5.56 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1354 | $122,865 | 1,153 | 0.00 | 0.00 | 595 | 106.63 | 03-31-2024 |