Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 651 | $6,215 | 94 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SCARBOROUGH ADVISORS LLC | COM | 652 | $6,718 | 90 | 0.00 | 90 | +Inf | 03-31-2024 | |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 653 | $5,818 | 88 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
UMB BANK NA | COM | 654 | $5,818 | 88 | 0.00 | 0.00 | 45 | 104.65 | 06-30-2024 |