Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1901 | $231,106 | 665 | 0.00 | 665 | +Inf | 03-31-2024 | |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1902 | $231,004 | 665 | 0.00 | 0.00 | -358 | -35.00 | 03-31-2024 |
MEIXLER INVESTMENT MANAGEMENT LTD | COM | 1903 | $207,102 | 664 | 0.00 | 0.28 | -515 | -43.68 | 12-31-2023 |
ZEVIN ASSET MANAGEMENT LLC | COM | 1904 | $230,000 | 663 | 0.04 | 0.05 | -212 | -24.23 | 03-31-2024 |