Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 1 | $10,264,417 | 633,606 | 0.00 | 0.04 | -118,400 | -15.74 | 03-31-2023 |
DIMENSIONAL FUND ADVISORS LP | COM NEW | 2 | $7,721,548 | 394,759 | 0.00 | 0.00 | -1,161 | -0.29 | 12-31-2023 |
VANGUARD GROUP INC | COM NEW | 3 | $7,635,149 | 390,345 | 0.00 | 0.00 | 16,486 | 4.41 | 12-31-2023 |
MONEY CONCEPTS CAPITAL CORP | COM NEW | 4 | $7,293,351 | 341,449 | 0.00 | 0.00 | 3,460 | 1.02 | 03-31-2024 |