Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | COM | 1 | $9,709,492 | 1,102,099 | 0.00 | 0.00 | 19,853 | 1.83 | 03-31-2024 |
DIMENSIONAL FUND ADVISORS LP | COM | 2 | $8,572,941 | 973,092 | 0.00 | 0.00 | 42,062 | 4.52 | 03-31-2024 |
VANGUARD GROUP INC | COM | 3 | $4,544,550 | 515,840 | 0.00 | 0.00 | 6,640 | 1.30 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | Common Stock | 4 | $3,767,000 | 386,000 | 0.01 | 0.01 | -249,222 | -39.23 | 09-30-2023 |