Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LP | COM NEW | 1 | $872,741 | 308,389 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD GROUP INC | COM NEW | 2 | $622,866 | 220,094 | 0.00 | 0.00 | 25,593 | 13.16 | 03-31-2024 |
ROYAL BANK OF CANADA | COM NEW | 3 | $549,000 | 127,635 | 0.00 | 0.00 | -177 | -0.14 | 03-31-2023 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM NEW | 4 | $350,006 | 123,677 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |