Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 1201 | $43,295 | 335 | 0.00 | 0.00 | 25 | 8.06 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 8.20 | 12-31-2023 |
SARGENT BICKHAM LAGUDIS LLC | COM | 1203 | $35,714 | 323 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
HILLTOP NATIONAL BANK | COM | 1204 | $41,615 | 322 | 0.00 | 322 | +Inf | 03-31-2024 |