Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 1401 | $1,786,721 | 8,705 | 0.00 | 0.00 | -144 | -1.63 | 03-31-2024 |
WAVERLY ADVISORS LLC | COM | 1402 | $1,822,590 | 8,691 | 0.00 | 0.02 | 7,241 | 499.38 | 12-31-2023 |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 1403 | $1,797,573 | 8,663 | 0.00 | 0.00 | 1,263 | 17.07 | 06-30-2023 |
BARRETT ASSET MANAGEMENT LLC | COM | 1404 | $1,682,000 | 8,647 | 0.07 | 0.08 | 571 | 7.07 | 03-31-2022 |