Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | COM | 51 | $516,419 | 19,155 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | Common Stock | 52 | $254,000 | 18,028 | 0.00 | 0.00 | -12,257 | -40.47 | 03-31-2022 |
HERITAGE INVESTORS MANAGEMENT CORP | COM | 53 | $420,000 | 15,580 | 0.02 | 0.01 | -2,264 | -12.69 | 12-31-2023 |
GSA CAPITAL PARTNERS LLP | COM | 54 | $411,000 | 15,251 | 0.03 | 0.02 | 1,226 | 8.74 | 12-31-2023 |