Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST PACIFIC FINANCIAL | COM | 451 | $9,136 | 44 | 0.00 | 44 | +Inf | 03-31-2024 | |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 30 | 428.57 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 454 | $6,863 | 33 | 0.00 | 0.00 | 4 | 13.79 | 03-31-2024 |