Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT MANAGEMENT CORP OF ONTARIO | COM | 601 | $442,125 | 5,620 | 0.00 | 5,620 | +Inf | 12-31-2023 | |
BURNEY CO/ | COM | 602 | $439,372 | 5,585 | 0.00 | 0.00 | -591 | -9.57 | 12-31-2023 |
PROQUILITY PRIVATE WEALTH PARTNERS LLC | COM | 603 | $438,743 | 5,577 | 0.00 | 0.00 | -4,145 | -42.64 | 12-31-2023 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 604 | $479,706 | 5,558 | 0.00 | 0.00 | -91 | -1.61 | 03-31-2024 |