Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURNEY CO/ | CAP STK CL C | 2151 | $2,768,147 | 19,642 | 0.00 | 0.00 | 562 | 2.95 | 12-31-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | CAP STK CL C | 2152 | $2,759,594 | 19,581 | 0.00 | 0.00 | 2,318 | 13.43 | 12-31-2023 |
BEAUMONT FINANCIAL PARTNERS LLC | CAP STK CL C | 2153 | $1,882,000 | 19,577 | 0.18 | 0.19 | 18,593 | 1889.53 | 09-30-2022 |
OCCIDENTAL ASSET MANAGEMENT LLC | CAP STK CL C | 2154 | $2,980,011 | 19,572 | 0.00 | 0.00 | 3,828 | 24.31 | 03-31-2024 |