Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 2401 | $209,000 | 2,728 | 0.02 | 0.03 | 29 | 1.07 | 06-30-2022 |
OCEAN CAPITAL MANAGEMENT LLC | COM | 2402 | $401,840 | 2,726 | 0.00 | 0.00 | -187 | -6.42 | 12-31-2023 |
ROOT FINANCIAL PARTNERS LLC | COM | 2403 | $488,947 | 2,709 | 0.00 | 0.00 | 204 | 8.14 | 03-31-2024 |
SILVEROAK WEALTH MANAGEMENT LLC | COM | 2404 | $488,045 | 2,704 | 0.00 | 0.00 | -47 | -1.71 | 03-31-2024 |