Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 3151 | $97,626 | 1,463 | 0.00 | 0.00 | -7 | -0.48 | 06-30-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM | 3152 | $87,046 | 1,417 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 3153 | $94,255 | 1,407 | 0.00 | 0.00 | 375 | 36.34 | 03-31-2024 |
CORSICANA & CO | COM | 3154 | $121,000 | 1,405 | 0.10 | 0.08 | 0 | 0.00 | 09-30-2022 |