Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN CAPITAL LLC | COM | 1151 | $247,984 | 2,726 | 0.00 | 0.00 | 305 | 12.60 | 12-31-2023 |
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 1152 | $259,584 | 2,724 | 0.00 | 0.07 | 0 | 0.00 | 12-31-2022 |
MBA ADVISORS LLC | COM | 1153 | $245,187 | 2,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PETTYJOHN WOOD & WHITE INC | COM | 1154 | $245,619 | 2,700 | 0.00 | 0.00 | -50 | -1.82 | 12-31-2023 |