Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEGENT EQUITY ADVISORS INC | COM | 1251 | $324,278 | 472 | 0.00 | 472 | +Inf | 03-31-2024 | |
GRAYPOINT LLC | Stock | 1252 | $322,936 | 470 | 0.00 | 0.00 | 36 | 8.29 | 03-31-2024 |
JACOBI CAPITAL MANAGEMENT LLC | COM | 1253 | $321,381 | 468 | 0.00 | 468 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $320,163 | 466 | 0.00 | 0.00 | 466 | +Inf | 03-31-2024 |