Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURNEY CO/ | COM | 301 | $1,005,883 | 12,550 | 0.00 | 0.00 | -213 | -1.67 | 12-31-2023 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 302 | $919,080 | 12,513 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TOWNSQUARE CAPITAL LLC | COM | 303 | $990,623 | 12,360 | 0.00 | 0.00 | -1,832 | -12.91 | 12-31-2023 |
FOX RUN MANAGEMENT LLC | COM | 304 | $1,061,837 | 12,145 | 0.00 | 12,145 | +Inf | 03-31-2024 |