Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 451 | $13,121 | 211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 452 | $9,000 | 210 | 0.00 | 0.01 | -470 | -69.12 | 06-30-2022 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 454 | $11,255 | 181 | 0.00 | 0.00 | 16 | 9.70 | 03-31-2024 |