Ticker: BRNY CUSIP: 02072L649 Class: BURNEY US FCTR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Triad Wealth Partners, LLC | 173,071 | $8,731 |
| Meridian Financial Partners LLC | 5,789 | $295 |
| GTS SECURITIES LLC | 29,805 | $1,504 |
| Steigerwald, Gordon & Koch Inc. | 5,513 | $278 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Coppell Advisory Solutions LLC | 1,525,033 | 1,649,477 | +124,444 (+8.2%) |
| BURNEY CO/ | 6,989,857 | 7,160,946 | +171,089 (+2.4%) |
| ZEGA Investments, LLC | 6,219 | 6,467 | +248 (+4.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fiduciary Planning LLC | 15,940 | 14,241 | -1,699 (-10.7%) |
| Kestra Advisory Services, LLC | 10,764 | 1,075 | -9,689 (-90.0%) |
| OSAIC HOLDINGS, INC. | 74,808 | 71,105 | -3,703 (-5.0%) |