Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKROCK INC | COM | 1 | $18,005,848 | 593,078 | 0.00 | 0.00 | -24,694 | -4.00 | 03-31-2024 |
VANGUARD GROUP INC | COM | 2 | $13,003,249 | 428,302 | 0.00 | 0.00 | 12,121 | 2.91 | 03-31-2024 |
DIMENSIONAL FUND ADVISORS LP | COM | 3 | $10,418,793 | 343,175 | 0.00 | 0.00 | 11,673 | 3.52 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 4 | $8,076,398 | 266,021 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |