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 | 144 | 32.65 | 12-31-2023 |
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 1202 | $72,909 | 578 | 0.00 | 578 | +Inf | 03-31-2024 | |
NOVAK FINANCIAL PLANNING LLC | COM | 1203 | $239,000 | 575 | 0.12 | 575 | +Inf | 06-30-2021 | |
LINCOLN NATIONAL CORP | COM | Liquidated | $0 | 0 | 0.01 | 569 | +Inf | 12-31-2023 |