Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | COM | 1 | $686,290 | 375,022 | 0.00 | 0.00 | 11,209 | 3.08 | 03-31-2024 |
RENAISSANCE TECHNOLOGIES LLC | COM | 2 | $609,000 | 333,054 | 0.00 | 0.00 | -308,406 | -48.08 | 03-31-2024 |
ALBION FINANCIAL GROUP /UT | COM | 3 | $384,300 | 210,000 | 0.00 | 0.00 | 206,000 | 5150.00 | 03-31-2024 |
GEODE CAPITAL MANAGEMENT LLC | COM | 4 | $215,142 | 117,364 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |