Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOBAM | COM | 4801 | $2,782,000 | 6,612 | 0.25 | 0.22 | -49 | -0.74 | 03-31-2024 |
MD SASS LLC | COM | 4802 | $2,780,118 | 6,608 | 0.00 | 0.00 | -1,757 | -21.00 | 03-31-2024 |
ARQ WEALTH ADVISORS LLC | COM | 4803 | $2,084,897 | 6,603 | 0.00 | 0.00 | 231 | 3.63 | 09-30-2023 |
NIA IMPACT ADVISORS LLC | COM | 4804 | $2,774,946 | 6,596 | 0.00 | 0.00 | 5,758 | 687.11 | 03-31-2024 |