Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1620 INVESTMENT ADVISORS INC | COM | 2301 | $634,949 | 6,556 | 0.00 | 0.00 | 84 | 1.30 | 09-30-2023 |
PARAGON CAPITAL MANAGEMENT LTD | COM | 2302 | $744,687 | 6,551 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |
SCARBOROUGH ADVISORS LLC | COM | 2303 | $333,395 | 6,548 | 0.00 | 6,548 | +Inf | 12-31-2023 | |
VIRGINIA WEALTH MANAGEMENT GROUP INC | COM | 2304 | $736,912 | 6,483 | 0.00 | 0.00 | -9,530 | -59.51 | 03-31-2024 |