Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUREVEST LLC | COM | 3301 | $12,000 | 114 | 0.00 | 0.00 | 72 | 171.43 | 09-30-2022 |
KNOTT DAVID M JR | Common | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
CORSICANA & CO | COM | 3303 | $11,000 | 112 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 3304 | $12,468 | 109 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |