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 | 0 | 0.00 | 12-31-2023 |
BOULDER WEALTH ADVISORS LLC | COM | 1252 | $2,000 | 50 | 0.00 | 50 | +Inf | 12-31-2022 | |
NVWM LLC | COM | 1253 | $2,292 | 50 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GROVE BANK & TRUST | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |