Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETTYJOHN WOOD & WHITE INC | COM | 1 | $2,631,060 | 253,963 | 0.00 | 0.00 | 57,856 | 29.50 | 03-31-2024 |
EIDELMAN VIRANT CAPITAL | COM | 2 | $2,957,000 | 231,980 | 2.17 | 1.87 | -1,900 | -0.81 | 09-30-2022 |
VANGUARD GROUP INC | COM | 3 | $1,995,180 | 192,585 | 0.00 | 0.00 | 47,895 | 33.10 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 4 | $1,544,302 | 149,064 | 0.00 | 0.00 | 23,783 | 18.98 | 03-31-2024 |