Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1451 | $153,109 | 7,059 | 0.00 | 0.00 | -1,112 | -13.61 | 03-31-2024 |
SUMITOMO LIFE INSURANCE CO | Common | 1452 | $198,803 | 6,978 | 0.00 | 0.02 | -1,119 | -13.82 | 06-30-2023 |
RESOURCE MANAGEMENT LLC | COM | 1453 | $328,000 | 6,972 | 0.04 | 0.04 | 445 | 6.82 | 09-30-2021 |
TRUST CO OF VIRGINIA /VA | COM | 1454 | $240,054 | 6,942 | 0.00 | 0.00 | 1,052 | 17.86 | 03-31-2023 |