Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFY ADVISORY SERVICES LLC | COM | 1051 | $2,987,082 | 37,545 | 0.00 | 37,545 | +Inf | 03-31-2024 | |
SUMMIT PLACE FINANCIAL ADVISORS LLC | COM | 1052 | $2,988,288 | 37,466 | 0.00 | 0.00 | 41 | 0.11 | 03-31-2024 |
HNP CAPITAL LLC | COM | 1053 | $3,479,338 | 37,336 | 0.00 | 1.04 | -464 | -1.23 | 12-31-2022 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | COM | 1054 | $2,772,803 | 37,314 | 0.00 | 0.00 | -2,325 | -5.87 | 03-31-2023 |