Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLANTIC UNION BANKSHARES CORP | Stock | 1751 | $667,550 | 3,767 | 0.00 | 0.00 | -5,023 | -57.14 | 03-31-2024 |
HIGHTOWER TRUST COMPANY NA | COM | 1752 | $594,599 | 3,759 | 0.00 | 0.12 | -3,371 | -47.28 | 03-31-2023 |
GRANITE BAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,758 | +Inf | 12-31-2023 | |
BRAGG FINANCIAL ADVISORS INC | COM | 1754 | $413,864 | 3,743 | 0.00 | 0.00 | -151 | -3.88 | 09-30-2023 |