Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 801 | $910,862 | 1,687 | 0.00 | 0.00 | 4 | 0.24 | 03-31-2024 |
WADE G W & INC | COM | 802 | $927,000 | 1,670 | 0.03 | 0.03 | -1 | -0.06 | 12-31-2023 |
CLEARSTEAD TRUST LLC | COM | 803 | $897,904 | 1,663 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REYNDERS MCVEIGH CAPITAL MANAGEMENT LLC | COM | 804 | $921,000 | 1,660 | 0.06 | 0.05 | 0 | 0.00 | 12-31-2023 |