Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 1901 | $222,514 | 1,125 | 0.00 | 1,125 | +Inf | 03-31-2024 | |
VANTAGE CONSULTING GROUP INC | COM | 1902 | $223,181 | 1,124 | 0.00 | 0.00 | -105 | -8.54 | 12-31-2023 |
WMS PARTNERS LLC | COM | 1903 | $223,246 | 1,124 | 0.00 | 0.00 | -304 | -21.29 | 12-31-2023 |
FULTON BANK NA | COM | 1904 | $222,118 | 1,123 | 0.00 | 0.00 | -88 | -7.27 | 03-31-2024 |