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CARTER BK & TR MARTINSVILLE VA
CARTER BK & TR MARTINSVILLE VA. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 5 Institutional holders with a total value of $12,136,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Motley Fool Asset Management LLC 477,474 6,284,000 51.78%
2 BANC FUNDS CO LLC 233,558 3,074,000 25.33%
3 Curi Capital, LLC 128,803 1,695,000 13.97%
4 MENDON CAPITAL ADVISORS CORP 69,336 912,000 7.51%
5 MONTGOMERY INVESTMENT MANAGEMENT INC 13,000 171,000 1.41%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.