Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | CL A | 1851 | $8,874,491 | 18,275 | 0.00 | 0.00 | 14,764 | 420.51 | 03-31-2024 |
LEITH WHEELER INVESTMENT COUNSEL LTD | CL A | 1852 | $6,467,560 | 18,272 | 0.00 | 0.00 | 2,667 | 17.09 | 12-31-2023 |
SPOTLIGHT ASSET GROUP INC | Stock | 1853 | $5,484,236 | 18,268 | 0.00 | 18,268 | +Inf | 12-31-2023 | |
WELLINGTON WEALTH STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.01 | 18,201 | +Inf | 03-31-2024 |