Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELAP WEALTH ADVISORY LLC | COM | 2751 | $473,341 | 4,165 | 0.00 | 4,165 | +Inf | 03-31-2024 | |
BRR OPCO LLC | COM | 2752 | $403,000 | 4,163 | 0.05 | 0.05 | 197 | 4.97 | 09-30-2022 |
CONGRESS PARK CAPITAL LLC | COM | 2753 | $458,112 | 4,162 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 2754 | $472,257 | 4,155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |