Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 1401 | $548,060 | 4,116 | 0.00 | 0.00 | 1 | 0.02 | 12-31-2023 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1402 | $492,255 | 4,097 | 0.00 | 0.00 | 197 | 5.05 | 09-30-2023 |
WILKINS INVESTMENT COUNSEL INC | Stock | 1403 | $544,409 | 4,089 | 0.00 | 4,089 | +Inf | 12-31-2023 | |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1404 | $487,493 | 4,057 | 0.00 | 0.00 | -2,751 | -40.41 | 09-30-2023 |