Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 528 | 3,573,810,852 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -33 | -0.94 | 03-31-2024 |
| FIRST TR MULTI CP VAL ALPHA | SHS ISSUED FRST | 652 | $240,435 | 2,910 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIBERTY GLOBAL PLC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,262 | -8.89 | 12-31-2023 |
| CARLISLE COS INC | COM | 654 | $238,245 | 608 | 0.00 | 608 | +Inf | 03-31-2024 |
