Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 53 | +Inf | 03-31-2024 | |
SARGENT BICKHAM LAGUDIS LLC | COM | 702 | $6,642 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
PARKSIDE FINANCIAL BANK & TRUST | COM | Liquidated | $12,501 | 46 | 0.00 | 0.00 | 46 | +Inf | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |