Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DFPG INVESTMENTS LLC | COM | 651 | $5,175,658 | 21,335 | 0.00 | 0.00 | 3,292 | 18.25 | 09-30-2023 |
SAND HILL GLOBAL ADVISORS LLC | COM | 652 | $4,990,993 | 21,289 | 0.00 | 21,289 | +Inf | 09-30-2023 | |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 653 | $6,271,213 | 21,267 | 0.00 | 0.00 | 20,244 | 1978.89 | 12-31-2023 |
BOUVEL INVESTMENT PARTNERS LLC | COM | 654 | $6,235,680 | 21,147 | 0.00 | 0.00 | 765 | 3.75 | 12-31-2023 |