Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 751 | $43,000 | 580 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
RIVERVIEW TRUST CO | Com | 752 | $29,397 | 516 | 0.00 | 516 | +Inf | 03-31-2024 | |
REDMONT WEALTH ADVISORS LLC | Stock | 753 | $28,485 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
THOMPSON SIEGEL & WALMSLEY LLC | COM | 754 | $31,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |