Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 401 | $7,060 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | 402 | $7,060 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | Liquidated | $0 | 0 | 0.00 | 477 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 404 | $6,495 | 460 | 0.00 | 460 | +Inf | 03-31-2024 |