Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST OAK CAPITAL LLC | COM | 3051 | $378,904 | 6,292 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 3052 | $384,215 | 6,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LYELL WEALTH MANAGEMENT LP | Stock | 3053 | $383,537 | 6,269 | 0.00 | 0.00 | 994 | 18.84 | 03-31-2024 |
ALPHA FAMILY TRUST | CMN | 3054 | $377,278 | 6,265 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |