Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 1051 | $31,043 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
CRITERION CAPITAL ADVISORS LLC | COM | 1052 | $31,043 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
MENDOTA FINANCIAL GROUP LLC | COM | 1053 | $30,422 | 245 | 0.00 | 0.00 | -50 | -16.95 | 03-31-2024 |
MEEDER ASSET MANAGEMENT INC | COM | Liquidated | $30,297 | 244 | 0.00 | 0.00 | 244 | +Inf | 03-31-2024 |