Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROYAL HARBOR PARTNERS LLC | COM | 1551 | $243,453 | 1,061 | 0.00 | 1,061 | +Inf | 09-30-2023 | |
WATERLOO CAPITAL LP | COM | 1552 | $238,381 | 1,060 | 0.00 | 0.00 | -4,114 | -79.51 | 12-31-2023 |
PER STIRLING CAPITAL MANAGEMENT LLC | COM | 1553 | $277,814 | 1,058 | 0.00 | 0.00 | -78 | -6.87 | 03-31-2024 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 1554 | $276,675 | 1,054 | 0.00 | 0.00 | -157 | -12.96 | 03-31-2024 |