Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL STREET PARTNERS LLC | Common stock | 501 | $234,641 | 6,390 | 0.00 | 0.00 | -6,390 | -50.00 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM UNIT REP LTD | 502 | $264,697 | 6,369 | 0.00 | 0.00 | 219 | 3.56 | 03-31-2024 |
HFG ADVISORS INC | COM UNIT REP LTD | 503 | $263,905 | 6,350 | 0.00 | 6,350 | +Inf | 03-31-2024 | |
TRUIST FINANCIAL CORP | COM UNIT REP LTD | 504 | $232,871 | 6,342 | 0.00 | 6,342 | +Inf | 12-31-2023 |