Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON PRIVATE WEALTH LLC | COM | 1051 | $369,000 | 3,823 | 0.01 | 0.00 | -151 | -3.80 | 12-31-2021 |
BELL ROCK CAPITAL LLC | COM NON VTG | 1052 | $272,000 | 3,817 | 0.34 | 3,817 | +Inf | 09-30-2022 | |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM NON VTG | 1053 | $307,000 | 3,792 | 0.02 | 0.02 | -339 | -8.21 | 09-30-2021 |
WAVERLY ADVISORS LLC | COM NON VTG | 1054 | $290,988 | 3,789 | 0.00 | 0.00 | 532 | 16.33 | 03-31-2024 |