Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | CL A | 701 | $530,444 | 5,455 | 0.00 | 0.00 | 10 | 0.18 | 03-31-2024 |
STRATOS WEALTH PARTNERS LTD | CL A | 702 | $528,467 | 5,434 | 0.00 | 0.00 | -5,841 | -51.80 | 03-31-2024 |
STUDIO INVESTMENT MANAGEMENT LLC | CBRE | 703 | $526,166 | 5,411 | 0.00 | 0.00 | -616 | -10.22 | 03-31-2024 |
FULTON BANK NA | CL A | 704 | $522,275 | 5,371 | 0.00 | 0.00 | 232 | 4.51 | 03-31-2024 |