Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PINERIDGE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 03-31-2024 | |
SALEM INVESTMENT COUNSELORS INC | COM | 703 | $3,790 | 21 | 0.00 | 21 | +Inf | 03-31-2024 | |
RICHARD W PAUL & ASSOCIATES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |