Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STATE OF WYOMING | COM | 951 | $24,547 | 785 | 0.00 | 0.05 | -2,196 | -73.67 | 06-30-2023 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 27 | 3.72 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 49 | 7.09 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 954 | $21,898 | 714 | 0.00 | 0.00 | 333 | 87.40 | 03-31-2024 |