Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLINAN ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BURNEY CO/ | COM | 1002 | $542,394 | 900 | 0.00 | 0.00 | 200 | 28.57 | 12-31-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1003 | $616,953 | 898 | 0.00 | 0.00 | 325 | 56.72 | 03-31-2024 |
LAKE HILLS WEALTH MANAGEMENT LLC | COM | 1004 | $429,542 | 893 | 0.00 | 0.00 | -1,592 | -64.06 | 09-30-2023 |