Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EP WEALTH ADVISORS LLC | COM | 851 | $13,056,324 | 80,470 | 0.00 | 0.00 | 1,698 | 2.16 | 03-31-2024 |
MADISON ASSET MANAGEMENT LLC | COM | 852 | $12,964,424 | 79,904 | 0.00 | 0.00 | -8,235 | -9.34 | 03-31-2024 |
CAPITAL ANALYSTS LLC | COM | 853 | $12,894,000 | 79,469 | 0.60 | 0.58 | 1,014 | 1.29 | 03-31-2024 |
BURNEY CO/ | COM | 854 | $11,627,355 | 79,346 | 0.00 | 0.00 | -466 | -0.58 | 12-31-2023 |