Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -32 | -68.09 | 12-31-2023 |
TOTH FINANCIAL ADVISORY CORP | COM | 952 | $6,163 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FISHER ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -25.00 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 954 | $5,752 | 14 | 0.00 | 14 | +Inf | 03-31-2024 |