Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 551 | $641,795 | 452 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 552 | $640,375 | 451 | 0.00 | 0.00 | 151 | 50.33 | 12-31-2023 |
PERIGON WEALTH MANAGEMENT LLC | COM | 553 | $631,856 | 445 | 0.00 | 0.00 | -27 | -5.72 | 12-31-2023 |
CHASE INVESTMENT COUNSEL CORP | COM | 554 | $630,000 | 444 | 0.28 | 0.33 | 0 | 0.00 | 12-31-2023 |