Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEDEL FINANCIAL CONSULTING INC | 02-08-2024 | 12-31-2023 | 246 | 545,676,593 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAZYDAYS HLDGS INC | COM | 351 | $107,780 | 15,288 | 0.00 | 15,288 | +Inf | 12-31-2023 | |
| SIRIUS XM HOLDINGS INC | COM | 352 | $87,684 | 16,030 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
