Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NACHMAN NORWOOD & PARROTT INC | COM | 701 | $293,000 | 2,026 | 0.03 | 0.03 | 65 | 3.31 | 06-30-2021 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.12 | 2,006 | +Inf | 03-31-2024 |