Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 3551 | $121,308 | 461 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EVERGREEN PRIVATE WEALTH LLC | COM | 3552 | $120,781 | 459 | 0.00 | 459 | +Inf | 12-31-2023 | |
BELL INVESTMENT ADVISORS INC | COM | 3553 | $137,640 | 457 | 0.00 | 0.00 | 7 | 1.56 | 03-31-2024 |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | COM | 3554 | $90,899 | 455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |