Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JB CAPITAL LLC | COM | 2851 | $250,511 | 2,741 | 0.00 | 0.00 | -116 | -4.06 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 2852 | $250,294 | 2,739 | 0.00 | 0.00 | -261 | -8.70 | 03-31-2024 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 2853 | $249,346 | 2,728 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KANAWHA CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -2.16 | 03-31-2024 |