Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 3451 | $22,883 | 47 | 0.00 | 47 | +Inf | 12-31-2023 | |
BULL OAK CAPITAL LLC | EQUITY | 3452 | $27,937 | 46 | 0.00 | 46 | +Inf | 03-31-2024 | |
BULL OAK CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 3454 | $27,330 | 45 | 0.00 | 45 | +Inf | 03-31-2024 |