Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR ASSET MANAGEMENT INC | COM | 1301 | $237,630 | 6,568 | 0.00 | 6,568 | +Inf | 03-31-2024 | |
CAPITAL INVESTMENT COUNSEL INC | COM | 1302 | $237,460 | 6,564 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BURNEY CO/ | COM | 1303 | $235,579 | 6,540 | 0.00 | 0.00 | 751 | 12.97 | 12-31-2023 |
BRIDGEWEALTH ADVISORY GROUP LLC | COM | 1304 | $236,556 | 6,539 | 0.00 | 0.00 | -203 | -3.01 | 03-31-2024 |