Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE ADVISORY LLC | CL A | 1601 | $259,596 | 1,009 | 0.00 | 0.00 | -1,477 | -59.41 | 06-30-2024 |
WEALTHSTONE INC | Equities | 1602 | $229,000 | 1,007 | 0.08 | 1,007 | +Inf | 03-31-2021 | |
FARR MILLER & WASHINGTON LLC/DC | COM | 1603 | $212,000 | 1,007 | 0.01 | 0.02 | 0 | 0.00 | 09-30-2021 |
CONNING INC | CL A | 1604 | $258,824 | 1,006 | 0.00 | 0.00 | 34 | 3.50 | 06-30-2024 |