Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS CONSULTING LLC | COM NEW | 2701 | $11,657 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST FINANCIAL ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 125 | +Inf | 12-31-2023 | |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 2703 | $11,097 | 119 | 0.00 | 119 | +Inf | 12-31-2023 | |
ORG PARTNERS LLC | COMMON STOCK | 2704 | $11,130 | 119 | 0.00 | 119 | +Inf | 03-31-2024 |