Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALUES FIRST ADVISORS INC | COM CL A | 551 | $1,351,513 | 15,460 | 0.00 | 0.00 | 4,078 | 35.83 | 03-31-2024 |
TFC FINANCIAL MANAGEMENT INC | COM CL A | 552 | $1,345,569 | 15,392 | 0.00 | 0.00 | -2 | -0.01 | 03-31-2024 |
CURBSTONE FINANCIAL MANAGEMENT CORP | COM | 553 | $1,326,161 | 15,170 | 0.00 | 0.00 | -400 | -2.57 | 03-31-2024 |
FIDUCIARY TRUST CO | COM CL A | 554 | $906,000 | 15,160 | 0.02 | 0.01 | 270 | 1.81 | 09-30-2022 |