Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENCHMARK INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,877 | +Inf | 03-31-2024 | |
VIRGINIA WEALTH MANAGEMENT GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INSCRIPTION CAPITAL LLC | COM | 2003 | $467,500 | 1,870 | 0.00 | 1,870 | +Inf | 03-31-2024 | |
MEMBERS TRUST CO | COM | 2004 | $466,764 | 1,869 | 0.00 | 0.00 | 48 | 2.64 | 03-31-2024 |