Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURNEY CO/ | COM | 1451 | $1,579,103 | 3,243 | 0.00 | 0.00 | -782 | -19.43 | 12-31-2023 |
DORSEY WRIGHT & ASSOCIATES | COM | 1452 | $1,577,000 | 3,240 | 0.00 | 0.00 | -75 | -2.26 | 12-31-2023 |
GRYPHON FINANCIAL PARTNERS LLC | COM | 1453 | $1,967,142 | 3,239 | 0.00 | 0.00 | -58 | -1.76 | 03-31-2024 |
GRANDVIEW ASSET MANAGEMENT LLC | COM | 1454 | $1,959,000 | 3,226 | 0.89 | 0.82 | 27 | 0.84 | 03-31-2024 |