Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1751 | $15,469 | 508 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 1752 | $16,579 | 503 | 0.00 | 0.00 | 100 | 24.81 | 03-31-2024 |
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | 1753 | $16,480 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
HHM WEALTH ADVISORS LLC | COM | 1754 | $16,480 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |