Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 1001 | $39,228 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 1002 | $49,544 | 399 | 0.00 | 0.00 | 12 | 3.10 | 03-31-2024 |
EXCHANGE TRADED CONCEPTS LLC | COM | 1003 | $49,171 | 396 | 0.00 | 0.00 | -103 | -20.64 | 03-31-2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1004 | $48,000 | 390 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |