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 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 452 | $2,000 | 15 | 0.00 | 0.00 | 10 | 200.00 | 06-30-2022 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 453 | $3,000 | 15 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 12-31-2023 |