Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONGRESS PARK CAPITAL LLC | COM | 1901 | $2,636,941 | 26,375 | 0.00 | 0.00 | -203 | -0.76 | 12-31-2023 |
TRUST CO OF VIRGINIA /VA | COM | 1902 | $2,890,527 | 26,359 | 0.00 | 0.00 | -1,010 | -3.69 | 03-31-2023 |
EXCALIBUR MANAGEMENT CORP | COM | 1903 | $3,059,265 | 26,319 | 0.00 | 0.00 | 897 | 3.53 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 1904 | $2,628,098 | 26,286 | 0.00 | 0.00 | 4,925 | 23.06 | 12-31-2023 |