Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAYEK KALLEN INVESTMENT MANAGEMENT | COM | 951 | $4,713,000 | 12,861 | 1.81 | 1.59 | 0 | 0.00 | 03-31-2024 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 952 | $4,710,984 | 12,856 | 0.00 | 0.00 | 2,440 | 23.43 | 03-31-2024 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 953 | $3,078,399 | 12,850 | 0.00 | 0.04 | -58 | -0.45 | 12-31-2022 |
PLIMOTH TRUST CO LLC | Com | 954 | $4,694,702 | 12,812 | 0.00 | 0.00 | -489 | -3.68 | 03-31-2024 |