Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRONT ROW ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 85 | 2125.00 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 67.31 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 654 | $5,342 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |