Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COOKSON PEIRCE & CO INC | CS | 1051 | $439,000 | 1,754 | 0.02 | 0.02 | -22 | -1.24 | 03-31-2024 |
SC&H FINANCIAL ADVISORS INC | COM | 1052 | $437,570 | 1,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 1053 | $437,320 | 1,749 | 0.00 | 0.00 | 24 | 1.39 | 03-31-2024 |
APTUS CAPITAL ADVISORS LLC | COM | 1054 | $436,570 | 1,746 | 0.00 | 0.00 | 147 | 9.19 | 03-31-2024 |