Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VAN CLEEF ASSET MANAGEMENTINC | COM | 751 | $8,924,535 | 98,843 | 0.00 | 0.00 | -839 | -0.84 | 12-31-2023 |
BARLOW WEALTH PARTNERS INC | COM | 752 | $11,258,510 | 98,750 | 0.00 | 98,750 | +Inf | 03-31-2024 | |
AMUSSEN HUNSAKER ASSOCIATES LLC | COM | 753 | $8,915,937 | 98,748 | 0.00 | 0.00 | 10,513 | 11.91 | 12-31-2023 |
TRUST CO OF VIRGINIA /VA | COM | 754 | $9,866,308 | 98,535 | 0.00 | 0.00 | 873 | 0.89 | 03-31-2023 |