Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | SHS | 701 | $242,650 | 2,840 | 0.00 | 2,840 | +Inf | 03-31-2024 | |
TRAJAN WEALTH LLC | SHS | 702 | $242,052 | 2,833 | 0.00 | 2,833 | +Inf | 03-31-2024 | |
OLD MISSION CAPITAL LLC | Common Stock | 703 | $241,538 | 2,827 | 0.00 | 2,827 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $238,890 | 2,796 | 0.00 | 0.00 | 2,796 | +Inf | 03-31-2024 |