Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 1101 | $307,541 | 887 | 0.00 | 0.00 | -6 | -0.67 | 03-31-2024 |
SEGMENT WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 1103 | $425,047 | 876 | 0.00 | 876 | +Inf | 09-30-2022 | |
HBK SORCE ADVISORY LLC | COM | 1104 | $303,540 | 875 | 0.00 | 875 | +Inf | 03-31-2024 |