Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRILLIUM ASSET MANAGEMENT LLC | COM | 1751 | $534,000 | 4,885 | 0.00 | 0.02 | -429 | -8.07 | 12-31-2023 |
CASSADAY & CO WEALTH MANAGEMENT LLC | COM | 1752 | $517,897 | 4,883 | 0.00 | 0.00 | -213 | -4.18 | 03-31-2024 |
FLYNN ZITO CAPITAL MANAGEMENT LLC | COM | 1753 | $517,754 | 4,881 | 0.00 | 0.00 | 2,805 | 135.12 | 03-31-2024 |
WEALTH GROUP LTD | COM | 1754 | $517,000 | 4,878 | 0.39 | 4,878 | +Inf | 03-31-2024 |