Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARR MILLER & WASHINGTON LLC/DC | COM | 2001 | $486,000 | 2,532 | 0.03 | 0.03 | 112 | 4.63 | 09-30-2021 |
BLUESKY WEALTH ADVISORS LLC | COM | 2002 | $918,274 | 2,506 | 0.00 | 0.00 | -43 | -1.69 | 03-31-2024 |
SLOCUM GORDON & CO LLP | COM | 2003 | $916,075 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GIBSON WEALTH ADVISORS LLC | COM | 2004 | $410,000 | 2,500 | 0.47 | 2,500 | +Inf | 09-30-2022 |