Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERON FINANCIAL GROUP LLC | COM | 2851 | $1,692,663 | 11,638 | 0.00 | 0.00 | -180 | -1.52 | 06-30-2023 |
ROMAN BUTLER FULLERTON & CO | COM | 2852 | $2,202,865 | 11,630 | 0.00 | 0.00 | -23 | -0.20 | 03-31-2024 |
BOSTON COMMON ASSET MANAGEMENT LLC | COM | 2853 | $1,214,000 | 11,614 | 0.06 | 0.06 | 50 | 0.43 | 09-30-2022 |
ALLRED CAPITAL MANAGEMENT LLC | COM | 2854 | $1,687,720 | 11,604 | 0.00 | 0.65 | 1,651 | 16.59 | 06-30-2023 |