Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRONWOOD INVESTMENT MANAGEMENT LLC | COM | 301 | $987,941 | 11,327 | 0.00 | 0.00 | -250 | -2.16 | 12-31-2023 |
AM INVESTMENT STRATEGIES LLC | COM | 302 | $985,000 | 11,290 | 0.28 | 0.23 | 618 | 5.79 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -55 | -0.49 | 12-31-2023 |
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 304 | $799,000 | 11,047 | 0.09 | 0.10 | 450 | 4.25 | 06-30-2022 |