Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA FAMILY TRUST | CMN | 901 | $353,256 | 6,150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
DAVENPORT & CO LLC | COM | 902 | $363,624 | 6,134 | 0.00 | 0.00 | 630 | 11.45 | 03-31-2024 |
ASPEN INVESTMENT MANAGEMENT INC | COM | 903 | $363,000 | 6,118 | 0.18 | 0.20 | 30 | 0.49 | 03-31-2024 |
WEALTHSTONE INC | Equities | 904 | $555,000 | 6,101 | 0.19 | 6,101 | +Inf | 03-31-2021 |