Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | COM | 1 | $7,380,918 | 1,082,246 | 0.00 | 0.00 | 9,997 | 0.93 | 12-31-2023 |
DIMENSIONAL FUND ADVISORS LP | COM | 2 | $6,349,847 | 931,030 | 0.00 | 0.00 | 31,194 | 3.47 | 12-31-2023 |
VANGUARD GROUP INC | COM | 3 | $3,472,744 | 509,200 | 0.00 | 0.00 | 38,309 | 8.14 | 12-31-2023 |
JANNEY MONTGOMERY SCOTT LLC | Common Stock | 4 | $3,767,000 | 386,000 | 0.01 | 0.01 | -249,222 | -39.23 | 09-30-2023 |