Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAND ASSET MANAGEMENT GROUP INC | CL A | 5201 | $201,031 | 414 | 0.00 | 414 | +Inf | 03-31-2024 | |
LANE & ASSOCIATES LLC | CL A | Liquidated | $0 | 0 | 0.00 | 412 | +Inf | 12-31-2022 | |
BUCKINGHAM CAPITAL MANAGEMENT INC | CL A | 5203 | $200,061 | 412 | 0.00 | 412 | +Inf | 03-31-2024 | |
ADVANTAGE TRUST CO | CL A | 5204 | $141,584 | 400 | 0.00 | 400 | +Inf | 12-31-2023 |