Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT COUNSEL INC | COM | 1501 | $4,034,000 | 29,787 | 2.84 | 29,787 | +Inf | 03-31-2021 | |
NICHOLAS HOFFMAN & COMPANY LLC | Stock | 1502 | $4,825,911 | 29,744 | 0.00 | 0.00 | -947 | -3.09 | 03-31-2024 |
OAK HARBOR WEALTH PARTNERS LLC | COM | 1503 | $4,825,315 | 29,740 | 0.00 | 0.00 | -200 | -0.67 | 03-31-2024 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | COM | 1504 | $4,403,157 | 29,613 | 0.00 | 0.00 | -152 | -0.51 | 03-31-2023 |