Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZEVIN ASSET MANAGEMENT LLC | COM | 1751 | $26,788,000 | 71,237 | 4.81 | 4.46 | 915 | 1.30 | 12-31-2023 |
RIVER WEALTH ADVISORS LLC | COM | 1752 | $26,679,244 | 70,948 | 0.00 | 0.00 | -1,379 | -1.91 | 12-31-2023 |
BALASA DINVERNO & FOLTZ LLC | COM | 1753 | $16,511,000 | 70,893 | 1.04 | 1.39 | 3,883 | 5.79 | 09-30-2022 |
CHESCAPMANAGER LLC | COM | 1754 | $23,842,000 | 70,892 | 3.18 | 2.11 | 0 | 0.00 | 12-31-2021 |