Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SFMG LLC | COM | 951 | $866,116 | 7,053 | 0.00 | 0.00 | -39 | -0.55 | 03-31-2024 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 952 | $839,606 | 7,049 | 0.00 | 0.00 | -200 | -2.76 | 12-31-2023 |
BURNEY CO/ | COM | 953 | $837,303 | 7,030 | 0.00 | 0.00 | -1,373 | -16.34 | 12-31-2023 |
LINDEN THOMAS ADVISORY SERVICES LLC | COM | 954 | $835,199 | 7,012 | 0.00 | 0.00 | 840 | 13.61 | 12-31-2023 |