Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 2001 | $45,404 | 266 | 0.00 | 0.00 | -19 | -6.67 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM | 2002 | $44,438 | 260 | 0.00 | 0.00 | 64 | 32.65 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -57 | -18.33 | 12-31-2023 |
LRI INVESTMENTS LLC | Stock | 2004 | $39,138 | 251 | 0.00 | 251 | +Inf | 03-31-2024 |