Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | COM | 1201 | $233,933 | 7,741 | 0.00 | 7,741 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $232,444 | 7,692 | 0.00 | 0.00 | 7,692 | +Inf | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 1203 | $231,878 | 7,673 | 0.00 | 0.00 | 3,187 | 71.04 | 03-31-2024 |
INTEROCEAN CAPITAL GROUP LLC | Stock | 1204 | $231,762 | 7,669 | 0.00 | 7,669 | +Inf | 03-31-2024 |