Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HIGHWOODS PPTYS INC COM | REIT | 351 | $20,434 | 890 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TESLA INC COM | Stock | 352 | $19,878 | 80 | 0.00 | 0.00 | -3 | -3.61 | 12-31-2023 |
| GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | ETF | 353 | $19,588 | 439 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERALTO CORP COM SHS | Stock | 354 | $19,496 | 237 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
