Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRINITY FINANCIAL ADVISORS LLC | COM | 3101 | $907,627 | 2,366 | 0.00 | 0.00 | -24 | -1.00 | 03-31-2024 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 3102 | $819,736 | 2,365 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DERBY & COMPANY INC | COM | 3103 | $776,000 | 2,365 | 0.16 | 0.14 | 185 | 8.49 | 09-30-2021 |
ARBOR INVESTMENT ADVISORS LLC | Stock | 3104 | $906,751 | 2,364 | 0.00 | 2,364 | +Inf | 03-31-2024 |