Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPAL WEALTH ADVISORS LLC | COM | 1201 | $286,296 | 1,145 | 0.00 | 0.00 | -370 | -24.42 | 03-31-2024 |
JOHNSON INVESTMENT COUNSEL INC | CS | Liquidated | $0 | 0 | 0.00 | 1,136 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $283,575 | 1,134 | 0.00 | 0.00 | 1,134 | +Inf | 03-31-2024 |
HBK SORCE ADVISORY LLC | COM | 1204 | $282,552 | 1,130 | 0.00 | 0.00 | 8 | 0.71 | 03-31-2024 |