Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 365 | +Inf | 12-31-2023 | |
BESSEMER GROUP INC | SC | 353 | $15,000 | 324 | 0.00 | 0.00 | 245 | 310.13 | 03-31-2023 |
M&R CAPITAL MANAGEMENT INC | Stock | 354 | $11,844 | 318 | 0.00 | 0.00 | 60 | 23.26 | 03-31-2024 |