Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REVOLVE WEALTH PARTNERS LLC | COM | 3351 | $812,028 | 6,986 | 0.00 | 0.00 | -17 | -0.24 | 03-31-2024 |
LOUNTZIS ASSET MANAGEMENT LLC | COM | 3352 | $811,704 | 6,983 | 0.00 | 0.00 | 450 | 6.89 | 03-31-2024 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 3353 | $811,538 | 6,982 | 0.00 | 0.00 | 298 | 4.46 | 03-31-2024 |
GRANDVIEW ASSET MANAGEMENT LLC | COM | 3354 | $810,000 | 6,970 | 0.37 | 0.35 | 360 | 5.45 | 03-31-2024 |