Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 951 | $8,494,560 | 84,963 | 0.00 | 0.00 | -10,269 | -10.78 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 952 | $9,856,610 | 84,795 | 0.00 | 0.00 | -616 | -0.72 | 03-31-2024 |
EASTERLY INVESTMENT PARTNERS LLC | COM | 953 | $8,441,195 | 84,429 | 0.00 | 0.00 | -46,440 | -35.49 | 12-31-2023 |
FRUTH INVESTMENT MANAGEMENT | COM | 954 | $8,397,000 | 83,987 | 2.35 | 2.92 | 303 | 0.36 | 12-31-2023 |