Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED ASSET STRATEGIES INC | COM | 1701 | $656,149 | 3,400 | 0.00 | 0.00 | -125 | -3.55 | 03-31-2024 |
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 1702 | $461,000 | 3,370 | 0.05 | 0.08 | -1,054 | -23.82 | 06-30-2022 |
DISCIPLINED EQUITY MANAGEMENT INC | COM | 1703 | $878,425 | 3,370 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRIUMPH CAPITAL MANAGEMENT | COM | Liquidated | $638,046 | 3,367 | 0.00 | 0.00 | 3,367 | +Inf | 03-31-2024 |