Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 2751 | $24,354 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 2752 | $24,354 | 30 | 0.00 | 30 | +Inf | 12-31-2023 | |
TIAA FSB | COMSTOCK | 2753 | $20,734 | 30 | 0.00 | 0.00 | 15 | 100.00 | 06-30-2023 |
DHJJ FINANCIAL ADVISORS LTD | COM | 2754 | $25,025 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |