Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUINTET PRIVATE BANK (EUROPE) SA | CL A | 701 | $5,977 | 97 | 0.00 | 97 | +Inf | 03-31-2024 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | CL A | Liquidated | $0 | 0 | 0.00 | 90 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 704 | $4,130 | 77 | 0.00 | 0.00 | 7 | 10.00 | 03-31-2024 |