Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC | CAP STK CL C | 4501 | $219,248 | 1,556 | 0.00 | 0.00 | -805 | -34.10 | 12-31-2023 |
WEDGEWOOD PARTNERS INC | CAP STK CL C | 4502 | $204,631 | 1,552 | 0.00 | 1,552 | +Inf | 09-30-2023 | |
LANE & ASSOCIATES LLC | CAP STK CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,549 | +Inf | 06-30-2023 |
BRICKLEY WEALTH MANAGEMENT | CAP STK CL C | 4504 | $235,698 | 1,548 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |