Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON TRUST WALDEN CORP | COMMON STOCK | 1801 | $1,090,000 | 15,337 | 0.01 | 0.01 | 1,391 | 9.97 | 09-30-2022 |
CIM INVESTMENT MANAGEMENT INC | COM | 1802 | $830,532 | 15,315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PHYSICIANS FINANCIAL SERVICES INC | COM | 1803 | $829,000 | 15,288 | 0.29 | 0.30 | -100 | -0.65 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | 1804 | $826,303 | 15,237 | 0.00 | 0.00 | -459 | -2.92 | 03-31-2024 |