Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 751 | $15,014 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MECHANICS FINANCIAL CORP | COM | 752 | $13,763 | 55 | 0.00 | 0.00 | 35 | 175.00 | 03-31-2024 |
SILVER OAK SECURITIES INC | COM | 753 | $13,763 | 55 | 0.00 | 0.00 | -3,406 | -98.41 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -18 | -25.71 | 12-31-2023 |