| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BML Capital Management LLC | 220.41K (18.35%) | 0 Increased by 0% | Sep 30, 23 |
| 2 | Acuitas Investments, LLC | 52.95K (4.41%) | 9.64K Increased by +18.2% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 49.61K (4.13%) | 0 Increased by 0% | Sep 30, 23 |
| 4 | BlackRock Inc | 20.24K (1.68%) | 0 Increased by 0% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 20.19K (1.68%) | -1.1K Decreased by -5.47% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 11.28K (0.94%) | 6 Increased by +0.05% | Dec 31, 23 |
| 7 | Edge Capital Group, LLC | 11K (0.92%) | 0 Increased by 0% | Sep 30, 23 |
| 8 | Marquette Asset Management Inc. | 10.7K (0.89%) | 0 Increased by 0% | Sep 30, 23 |
| 9 | WHITE BAY PT LLC | 3.9K (0.32%) | -2.16K Decreased by -55.36% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.2K (0.1%) | -300 Decreased by -25% | Sep 30, 23 |
| 11 | PNC Financial Services Group Inc | 366 (0.03%) | 0 Increased by 0% | Sep 30, 23 |
| 12 | Tower Research Capital LLC | 364 (0.03%) | -394 Decreased by -108.24% | Sep 30, 23 |
| 13 | UBS Group AG | 342 (0.03%) | 131 Increased by +38.3% | Sep 30, 23 |
| 14 | Carmel Capital Partners LLC | 259 (0.02%) | -14 Decreased by -5.41% | Sep 30, 23 |
| 15 | HARBOUR INVESTMENTS, INC. | 33 (0%) | 0 Increased by 0% | Sep 30, 23 |
| 16 | Wells Fargo & Co | 25 (0%) | 1 Increased by +4% | Sep 30, 23 |
| 17 | Advisor Group Holdings, Inc. | 8 (0%) | 0 Increased by 0% | Sep 30, 23 |
| 18 | JPMorgan Chase & Co | 2 (0%) | 2 Increased by +100% | Sep 30, 23 |
| 19 | Venturi Wealth Management, LLC | 0 (0%) | -6 Decreased by N/A% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 38.88K (3.24%) | 0 Increased by 0% | Jan 31, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 13.86K (1.15%) | 0 Increased by 0% | Jan 31, 24 |
| 3 | Fidelity Total Market Index | 7.76K (0.65%) | 0 Increased by 0% | Dec 31, 23 |
| 4 | Fidelity® Total Market Index | 7.76K (0.65%) | 0 Increased by 0% | Nov 30, 23 |
| 5 | Fidelity® Extended Market Index | 7.65K (0.64%) | 0 Increased by 0% | Nov 30, 23 |
| 6 | Fidelity Extended Market Index | 7.63K (0.64%) | -19 Decreased by -0.25% | Dec 31, 23 |
| 7 | Dimensional US Targeted Value ETF | 6.02K (0.5%) | 0 Increased by 0% | Jan 31, 24 |
| 8 | Bridgeway Ultra-Small Company | 4.7K (0.39%) | 0 Increased by 0% | Sep 30, 23 |
| 9 | Dimensional US Small Cap ETF | 4.22K (0.35%) | 0 Increased by 0% | Jan 31, 24 |
| 10 | Fidelity Series Total Market Index | 2.46K (0.2%) | 0 Increased by 0% | Dec 31, 23 |
| 11 | Fidelity® Series Total Market Index | 2.46K (0.2%) | 0 Increased by 0% | Nov 30, 23 |
| 12 | NT Ext Equity Mkt Idx Fd - NL | 1.6K (0.13%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 1.29K (0.11%) | 2 Increased by +0.16% | Dec 31, 23 |
| 14 | Fidelity Nasdaq Composite Index | 1.23K (0.1%) | 0 Increased by 0% | Dec 31, 23 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 1.16K (0.1%) | 0 Increased by 0% | Dec 31, 23 |
| 16 | Northern Trust Extended Eq Market Idx | 1.16K (0.1%) | 0 Increased by 0% | Dec 31, 23 |
| 17 | DFA US Core Equity 2 I | 1.03K (0.09%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Vanguard U.S. Eq Idx £ Acc | 911 (0.08%) | 0 Increased by 0% | Jan 31, 24 |
| 19 | Spartan Total Market Index Pool E | 689 (0.06%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | Spartan Extended Market Index Pool E | 417 (0.03%) | 19 Increased by +4.56% | Dec 31, 23 |