Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSAIC FAMILY WEALTH PARTNERS LLC | COM | 1551 | $422,402 | 6,527 | 0.00 | 0.00 | 5 | 0.08 | 09-30-2023 |
LOWE BROCKENBROUGH & CO INC | COM | 1552 | $468,104 | 6,525 | 0.00 | 0.00 | -1,450 | -18.18 | 03-31-2024 |
BCR WEALTH STRATEGIES LLC | COM | 1553 | $468,000 | 6,518 | 0.32 | 0.33 | 13 | 0.20 | 03-31-2024 |
BALLEW ADVISORS INC | COM | 1554 | $454,728 | 6,518 | 0.00 | 0.00 | 17 | 0.26 | 03-31-2024 |