Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BURNEY CO/ 02-12-2024 12-31-2023 678 2,375,901,236
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VERACYTE INC COM 501 $519,581 18,887 0.00 18,887 +Inf 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL A Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
POOL CORP COM Liquidated $0 0 0.00 0.00 295 27.21 12-31-2023
BLACKSTONE INC COM 504 $516,588 3,946 0.00 0.00 0 0.00 12-31-2023
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