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 |
|---|---|---|---|---|---|---|---|---|---|
| HORIZON TECHNOLOGY FIN CORP | COM | 751 | $201,362 | 17,710 | 0.00 | 0.00 | 3,710 | 26.50 | 03-31-2024 |
| NUVEEN MUN CR OPPORTUNITIES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10,000 | 100.00 | 12-31-2023 |
| FULTON FINL CORP PA | COM | 753 | $184,753 | 11,627 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIVENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 10,200 | +Inf | 03-31-2024 |
