Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | CL A COM | 701 | $857,716 | 3,702 | 0.00 | 0.00 | 11 | 0.30 | 03-31-2024 |
SHEPHERD FINANCIAL PARTNERS LLC | CL A COM | 702 | $749,716 | 3,685 | 0.00 | 0.00 | -48 | -1.29 | 09-30-2023 |
CORNELL POCHILY INVESTMENT ADVISORS INC | CL A COM | 703 | $853,083 | 3,682 | 0.00 | 0.00 | -27 | -0.73 | 03-31-2024 |
ADVISORY RESOURCE GROUP | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 12.23 | 12-31-2023 |