Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 1251 | $313,000 | 650 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2023 |
TRUST POINT INC | COMMON STOCK | 1252 | $362,866 | 647 | 0.00 | 0.00 | -556 | -46.22 | 03-31-2024 |
BOSTON TRUST WALDEN CORP | COMMON STOCK | 1253 | $232,000 | 646 | 0.00 | 0.00 | -60 | -8.50 | 09-30-2022 |
MERIT FINANCIAL GROUP LLC | COM | 1254 | $333,940 | 646 | 0.00 | 0.00 | -504 | -43.83 | 03-31-2024 |