Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAMWORK FINANCIAL ADVISORS LLC | COM | 751 | $5,548,826 | 18,767 | 0.00 | 18,767 | +Inf | 12-31-2023 | |
COLUMBIA ASSET MANAGEMENT | COM | 752 | $5,546,000 | 18,759 | 1.12 | 1.14 | -204 | -1.08 | 12-31-2023 |
BURNEY CO/ | COM | 753 | $5,527,759 | 18,696 | 0.00 | 0.00 | -408 | -2.14 | 12-31-2023 |
AMERITAS ADVISORY SERVICES LLC | COM | 754 | $5,814,884 | 18,694 | 0.00 | 0.00 | 632 | 3.50 | 12-31-2023 |