Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 4.76 | 12-31-2023 |
HORIZONS WEALTH MANAGEMENT | Stock | 1102 | $2,711 | 43 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 1103 | $2,739 | 43 | 0.00 | 43 | +Inf | 03-31-2024 | |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 1104 | $4,000 | 40 | 0.00 | 0.00 | 10 | 33.33 | 06-30-2022 |