Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 152 | $19,220 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NBC SECURITIES INC | CEF | 153 | $19,000 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 154 | $16,885 | 1,757 | 0.00 | 0.00 | -357 | -16.89 | 03-31-2024 |