Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAMWORK FINANCIAL ADVISORS LLC | COM | 951 | $4,414,339 | 29,946 | 0.00 | 0.00 | -38,458 | -56.22 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $5,368,765 | 29,746 | 0.00 | 0.00 | 29,746 | +Inf | 03-31-2024 |
SIGNATUREFD LLC | COM | 953 | $5,350,176 | 29,643 | 0.00 | 0.00 | 5,430 | 22.43 | 03-31-2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 954 | $5,339,797 | 29,585 | 0.00 | 0.00 | 979 | 3.42 | 03-31-2024 |