Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEADOW CREEK WEALTH ADVISORS LLC | Common Stock | 2351 | $602,411 | 1,644 | 0.00 | 0.00 | -55 | -3.24 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 2352 | $404,507 | 1,644 | 0.00 | 0.00 | 110 | 7.17 | 06-30-2023 |
NOVARE CAPITAL MANAGEMENT LLC | COM | 2353 | $485,409 | 1,642 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRUST CO OF VIRGINIA /VA | COM | 2354 | $375,297 | 1,640 | 0.00 | 0.00 | -105 | -6.02 | 03-31-2023 |