Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | CL A | 801 | $24,541 | 329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 802 | $24,242 | 325 | 0.00 | 325 | +Inf | 03-31-2024 | |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
UNITED COMMUNITY BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 303 | +Inf | 09-30-2022 |