Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | CL B | 2351 | $415,972 | 4,426 | 0.00 | 0.00 | -808 | -15.44 | 03-31-2024 |
9258 WEALTH MANAGEMENT LLC | Stock | 2352 | $415,605 | 4,422 | 0.00 | 0.00 | 56 | 1.28 | 03-31-2024 |
BOSTON COMMON ASSET MANAGEMENT LLC | COM | 2353 | $367,000 | 4,419 | 0.02 | 0.02 | 40 | 0.91 | 09-30-2022 |
WESTHILL FINANCIAL ADVISORS INC | CL B | 2354 | $478,794 | 4,410 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |