Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 2801 | $65,432 | 262 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 2802 | $65,432 | 262 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BURLESON & COMPANY LLC | COM | 2803 | $58,000 | 258 | 0.01 | 0.01 | -6 | -2.27 | 09-30-2022 |
CAPE INVESTMENT ADVISORY INC | COM | 2804 | $58,566 | 251 | 0.00 | 0.00 | 9 | 3.72 | 12-31-2023 |