Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERRIMAN WEALTH MANAGEMENT LLC | COM | 3251 | $385,760 | 1,301 | 0.00 | 0.00 | 64 | 5.17 | 12-31-2023 |
HERON FINANCIAL GROUP LLC | COM | 3252 | $387,336 | 1,298 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINTRUST CAPITAL ADVISORS LLC | COM | 3253 | $365,266 | 1,295 | 0.00 | 0.00 | 27 | 2.13 | 03-31-2024 |
TRILLIUM ASSET MANAGEMENT LLC | COM | 3254 | $384,000 | 1,295 | 0.00 | 0.01 | -248 | -16.07 | 12-31-2023 |