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 | -1 | -0.51 | 12-31-2023 |
TYLER-STONE WEALTH MANAGEMENT | CL A | 402 | $7,155 | 190 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
COLUMN CAPITAL ADVISORS LLC | Stock | 403 | $8,620 | 189 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CREEKMUR ASSET MANAGEMENT LLC | CL A | 404 | $6,026 | 160 | 0.00 | 160 | +Inf | 12-31-2023 |