Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON COMMON ASSET MANAGEMENT LLC | COM | 2401 | $367,000 | 4,419 | 0.02 | 0.02 | 40 | 0.91 | 09-30-2022 |
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | CL B | 2402 | $479,571 | 4,417 | 0.00 | 4,417 | +Inf | 12-31-2023 | |
WESTHILL FINANCIAL ADVISORS INC | CL B | 2403 | $478,794 | 4,410 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMERICAN NATIONAL BANK | CL B | 2404 | $414,264 | 4,408 | 0.00 | 0.00 | -2,056 | -31.81 | 03-31-2024 |