Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXXCESS WEALTH MANAGEMENT LLC | COM | 1151 | $1,815,957 | 5,074 | 0.00 | 0.00 | 143 | 2.90 | 03-31-2024 |
TRUST CO OF VIRGINIA /VA | COM | 1152 | $1,447,903 | 5,072 | 0.00 | 0.00 | -123 | -2.37 | 03-31-2023 |
WMS PARTNERS LLC | COM | 1153 | $1,813,616 | 5,068 | 0.00 | 0.00 | 58 | 1.16 | 03-31-2024 |
&PARTNERS | COM | 1154 | $1,804,627 | 5,043 | 0.00 | 0.00 | 2,167 | 75.35 | 03-31-2024 |