Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MANAGEMENT CORP /VA | COM | 1 | $7,266,537 | 862,190 | 0.00 | 0.00 | 67,731 | 8.53 | 12-31-2023 |
DIMENSIONAL FUND ADVISORS LP | COM | 2 | $1,999,026 | 222,114 | 0.00 | 0.00 | 65 | 0.03 | 03-31-2024 |
ENVESTNET ASSET MANAGEMENT INC | COM | 3 | $1,692,513 | 188,057 | 0.00 | 0.00 | 63,380 | 50.84 | 03-31-2024 |
VANGUARD GROUP INC | COM | 4 | $1,390,446 | 154,494 | 0.00 | 0.00 | 16,243 | 11.75 | 03-31-2024 |