Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NILSINE PARTNERS LLC | COM | 1051 | $449,254 | 1,956 | 0.00 | 0.00 | -681 | -25.82 | 12-31-2023 |
KCM INVESTMENT ADVISORS LLC | COM | 1052 | $484,143 | 1,954 | 0.00 | 0.00 | 213 | 12.23 | 03-31-2024 |
CARRET ASSET MANAGEMENT LLC | COM | 1053 | $363,000 | 1,945 | 0.00 | 0.04 | -100 | -4.89 | 03-31-2023 |
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 1054 | $445,247 | 1,939 | 0.00 | 0.00 | -732 | -27.41 | 12-31-2023 |