Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MANAGEMENT CORP /VA | COM CL A | 1351 | $10,159,116 | 39,021 | 0.00 | 0.00 | -675 | -1.70 | 12-31-2023 |
MISSION WEALTH MANAGEMENT LP | COM CL A | 1352 | $10,854,258 | 38,893 | 0.00 | 0.00 | 15,977 | 69.72 | 03-31-2024 |
TENCORE PARTNERS LP | COM CL A | 1353 | $9,232,035 | 38,875 | 0.00 | 38,875 | +Inf | 06-30-2023 | |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | COM | 1354 | $10,841,700 | 38,847 | 0.00 | 0.00 | 9,853 | 33.98 | 03-31-2024 |