Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 1301 | $2,996 | 36 | 0.00 | 0.00 | -1 | -2.70 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -12.50 | 12-31-2023 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1303 | $2,788 | 35 | 0.00 | 35 | +Inf | 12-31-2023 | |
AXIOM INVESTMENT MANAGEMENT LLC | COM | 1304 | $3,000 | 33 | 0.01 | 33 | +Inf | 09-30-2022 |