Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS TRUST CO | COM | 2801 | $1,107,680 | 6,827 | 0.00 | 0.00 | 294 | 4.50 | 03-31-2024 |
ZEVIN ASSET MANAGEMENT LLC | COM | 2802 | $1,000,000 | 6,827 | 0.18 | 0.20 | 126 | 1.88 | 12-31-2023 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 2803 | $992,029 | 6,801 | 0.00 | 0.00 | 3,462 | 103.68 | 09-30-2023 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | Common | 2804 | $996,000 | 6,800 | 0.13 | 0.14 | 1 | 0.01 | 12-31-2023 |