Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS INC | COM | 1701 | $645,812 | 38,487 | 0.00 | 0.00 | -9,443 | -19.70 | 12-31-2023 |
PETTYJOHN WOOD & WHITE INC | COM | 1702 | $644,235 | 38,393 | 0.00 | 0.00 | -3,677 | -8.74 | 12-31-2023 |
WEALTH EFFECTS LLC | COM | 1703 | $675,418 | 38,376 | 0.00 | 0.00 | 7,904 | 25.94 | 03-31-2024 |
TRANSCEND CAPITAL ADVISORS LLC | Stock | 1704 | $643,818 | 38,368 | 0.00 | 0.00 | -29,992 | -43.87 | 12-31-2023 |