Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 3251 | $961,322 | 6,077 | 0.00 | 0.00 | -155 | -2.49 | 03-31-2024 |
GOEPPER BURKHARDT LLC | COM | 3252 | $952,474 | 6,076 | 0.00 | 0.00 | -1,278 | -17.38 | 12-31-2023 |
RESOLUTE FINANCIAL LLC | COM | 3253 | $1,072,338 | 6,070 | 0.00 | 0.94 | -22 | -0.36 | 12-31-2022 |
VIRGINIA WEALTH MANAGEMENT GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -38 | -0.62 | 03-31-2024 |