Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | CL C | 1351 | $14,000 | 244 | 0.00 | 0.00 | 225 | 1184.21 | 12-31-2021 |
COLONIAL TRUST ADVISORS | Stock | 1352 | $18,284 | 239 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1353 | $26,588 | 233 | 0.00 | 0.00 | -46 | -16.49 | 03-31-2024 |
TOTH FINANCIAL ADVISORY CORP | CL C | 1354 | $26,588 | 233 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |