Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1151 | $1,733 | 42 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMERICAN NATIONAL BANK | COM | Liquidated | $0 | 0 | 0.00 | 42 | +Inf | 12-31-2023 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1154 | $1,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |