Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 | |
GENEOS WEALTH MANAGEMENT INC | COM | 403 | $12,446 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 404 | $10,934 | 190 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |