Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 551 | $962,477 | 9,678 | 0.00 | 0.00 | 1,885 | 24.19 | 12-31-2023 |
PROFESSIONAL PLANNING | COM | 552 | $3,671,000 | 9,539 | 1.75 | 1.02 | 109 | 1.16 | 09-30-2021 |
BRANDYWINE MANAGERS LLC | COM | 553 | $982,288 | 9,510 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CHINA UNIVERSAL ASSET MANAGEMENT CO LTD | Common Stock | 554 | $1,704,000 | 9,489 | 0.69 | 0.24 | 4,666 | 96.74 | 12-31-2022 |