Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 651 | $8,846 | 110 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 652 | $9,000 | 104 | 0.00 | 104 | +Inf | 03-31-2022 | |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 653 | $7,829 | 102 | 0.00 | 102 | +Inf | 03-31-2024 | |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |