Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALEO FINANCIAL ADVISORS LLC | Stock | 901 | $10,109,540 | 95,416 | 0.00 | 0.00 | 356 | 0.37 | 03-31-2024 |
BURNEY CO/ | COM | 902 | $10,377,132 | 95,185 | 0.00 | 0.00 | 43,333 | 83.57 | 12-31-2023 |
CAMDEN NATIONAL BANK | COMMON STOCK | 903 | $12,493,686 | 94,685 | 0.00 | 0.00 | -3,709 | -3.77 | 03-31-2024 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 904 | $10,317,883 | 94,642 | 0.00 | 0.00 | 18,679 | 24.59 | 12-31-2023 |