Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON COMMON ASSET MANAGEMENT LLC | COM | 2351 | $531,000 | 7,463 | 0.03 | 0.03 | 36 | 0.48 | 09-30-2022 |
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 2352 | $432,452 | 7,451 | 0.00 | 7,451 | +Inf | 09-30-2023 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -1.33 | 12-31-2023 |
DOMANI WEALTH LLC | COM | 2354 | $513,241 | 7,405 | 0.00 | 0.15 | 57 | 0.78 | 03-31-2023 |