Institutional Owners for D
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WELCH & FORBES LLC COM 1601 $200,831 4,273 0.00 0.00 -1,854 -30.26 12-31-2023
CHECCHI CAPITAL ADVISERS LLC COM Liquidated $209,746 4,264 0.00 0.06 4,264 +Inf 03-31-2024
NORTH AMERICAN MANAGEMENT CORP COM 1603 $322,830 4,250 0.00 4,250 +Inf 03-31-2021
WALDRON PRIVATE WEALTH LLC COM 1604 $207,614 4,220 0.00 0.01 -763 -15.31 03-31-2024
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