Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLINGTON SHIELDS & CO LLC | Stock | 1501 | $467,062 | 1,286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCADAM LLC | COM | 1502 | $466,071 | 1,283 | 0.00 | 0.00 | 44 | 3.55 | 03-31-2024 |
CAPITAL ASSET ADVISORY SERVICES LLC | COM | 1503 | $463,969 | 1,280 | 0.00 | 0.00 | 29 | 2.32 | 03-31-2024 |
PETTYJOHN WOOD & WHITE INC | COM | 1504 | $383,296 | 1,280 | 0.00 | 0.00 | -38 | -2.88 | 12-31-2023 |