Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 1601 | $239,035 | 5,271 | 0.00 | 5,271 | +Inf | 03-31-2024 | |
&PARTNERS | COM | 1602 | $238,179 | 5,252 | 0.00 | 5,252 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $237,952 | 5,247 | 0.00 | 0.00 | 5,247 | +Inf | 03-31-2024 |
TRAYNOR CAPITAL MANAGEMENT INC | COM | 1604 | $237,470 | 5,236 | 0.00 | 0.00 | -536 | -9.29 | 03-31-2024 |