Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 501 | $362,882 | 12,436 | 0.00 | 0.00 | -2,500 | -16.74 | 03-31-2024 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 502 | $273,086 | 12,257 | 0.00 | 0.00 | 146 | 1.21 | 09-30-2023 |
CUSTOM INDEX SYSTEMS LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,235 | +Inf | 03-31-2024 | |
ASB CONSULTORES LLC | COM | 504 | $356,113 | 12,204 | 0.00 | 12,204 | +Inf | 03-31-2024 |