Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LMG WEALTH PARTNERS LLC | COM | 1951 | $223,316 | 860 | 0.00 | 860 | +Inf | 12-31-2023 | |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 1952 | $222,797 | 858 | 0.00 | 0.00 | -50 | -5.51 | 12-31-2023 |
WINTRUST INVESTMENTS LLC | COM | 1953 | $222,000 | 855 | 0.02 | 855 | +Inf | 12-31-2023 | |
ADELL HARRIMAN & CARPENTER INC | Com | 1954 | $239,834 | 849 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |