Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 2451 | $11,629 | 48 | 0.00 | 0.00 | 6 | 14.29 | 03-31-2024 |
STEPH & CO | COM | Liquidated | $0 | 0 | 0.00 | 48 | +Inf | 12-31-2023 | |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | Liquidated | $0 | 0 | 0.00 | 47 | +Inf | 03-31-2024 | |
CREEKMUR ASSET MANAGEMENT LLC | COM | 2454 | $12,869 | 47 | 0.00 | 47 | +Inf | 12-31-2023 |