Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KUHN & CO INVESTMENT COUNSEL | COM | 1051 | $2,614,054 | 45,101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 1052 | $2,217,185 | 45,045 | 0.00 | 0.00 | 5,117 | 12.82 | 12-31-2023 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | 1053 | $2,603,920 | 44,926 | 0.00 | 0.00 | 3,717 | 9.02 | 03-31-2024 |
BURNEY CO/ | COM | 1054 | $2,199,053 | 44,678 | 0.00 | 0.00 | -21,746 | -32.74 | 12-31-2023 |