Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 1251 | $3,228,643 | 19,071 | 0.00 | 0.00 | 832 | 4.56 | 03-31-2024 |
BOSTON TRUST WALDEN CORP | COMMON STOCK | 1252 | $2,151,000 | 19,036 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
TOWER BRIDGE ADVISORS | COMMON | 1253 | $3,213,483 | 18,981 | 0.00 | 0.00 | -15,078 | -44.27 | 03-31-2024 |
GREEN ALPHA ADVISORS LLC | COM | 1254 | $3,212,662 | 18,976 | 0.00 | 0.00 | -809 | -4.09 | 03-31-2024 |