Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRIEDENTHAL FINANCIAL | COM | Liquidated | $0 | 0 | 0.00 | 532 | +Inf | 03-31-2024 | |
RETIREMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DANDA TROUVE INVESTMENT MANAGEMENT INC | COM | 903 | $39,000 | 459 | 0.07 | 0.07 | 0 | 0.00 | 09-30-2022 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -1.53 | 12-31-2023 |