Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRONTIER WEALTH MANAGEMENT LLC | COM | 1401 | $200,000 | 5,976 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 36 | 0.61 | 12-31-2023 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1403 | $207,753 | 5,929 | 0.00 | 0.00 | -58 | -0.97 | 06-30-2023 |
MEMBERS CAPITAL ADVISORS INC | Common Stock | 1404 | $191,366 | 5,806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |