Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | CL A | 351 | $15,000 | 1,234 | 0.00 | 0.00 | 28 | 2.32 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 353 | $18,091 | 1,032 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NOMURA ASSET MANAGEMENT CO LTD | CL A | 354 | $25,000 | 1,000 | 0.00 | 0.00 | 750 | 300.00 | 09-30-2022 |