Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARTINGALE ASSET MANAGEMENT L P | COM | Liquidated | $0 | 0 | 0.00 | 838 | +Inf | 12-31-2023 | |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 1802 | $289,674 | 834 | 0.00 | 0.00 | -225 | -21.25 | 03-31-2024 |
STOCKMAN WEALTH MANAGEMENT INC | COM | 1803 | $287,242 | 827 | 0.00 | 0.00 | 2 | 0.24 | 03-31-2024 |
CULLEN INVESTMENT GROUP LTD | Equities | 1804 | $274,832 | 823 | 0.00 | 0.00 | -638 | -43.67 | 03-31-2024 |