Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD NATIONAL BANCORP /IN/ | COM NEW | 1101 | $330,461 | 2,049 | 0.00 | 0.00 | 54 | 2.71 | 03-31-2024 |
LAKERIDGE WEALTH MANAGEMENT LLC | COM NEW | 1102 | $328,548 | 2,037 | 0.00 | 0.00 | -499 | -19.68 | 03-31-2024 |
ACCUVEST GLOBAL ADVISORS | COM NEW | 1103 | $328,000 | 2,033 | 0.00 | 0.00 | -70 | -3.33 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $325,815 | 2,020 | 0.00 | 0.00 | 2,020 | +Inf | 03-31-2024 |