Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINDLE WEALTH LLC | COM | 1251 | $6,580,683 | 55,968 | 0.00 | 55,968 | +Inf | 09-30-2023 | |
JOURNEY ADVISORY GROUP LLC | COM | 1252 | $6,473,406 | 55,690 | 0.00 | 0.00 | 4,568 | 8.94 | 03-31-2024 |
GREENWOOD CAPITAL ASSOCIATES LLC | COM | 1253 | $6,455,639 | 55,537 | 0.00 | 0.00 | 51,149 | 1165.66 | 03-31-2024 |
CLARKSTON CAPITAL PARTNERS LLC | COM | 1254 | $6,444,462 | 55,441 | 0.00 | 0.00 | -129 | -0.23 | 03-31-2024 |