Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS CAPITAL ADVISORS INC | Common Stock | 4051 | $115,400 | 3,061 | 0.00 | 0.00 | -17,844 | -85.36 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 4052 | $127,967 | 3,050 | 0.00 | 0.00 | -29,509 | -90.63 | 03-31-2024 |
BALDWIN BROTHERS LLC/MA | COM | 4053 | $127,978 | 3,050 | 0.00 | 0.00 | -156 | -4.87 | 03-31-2024 |
SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | COM | 4054 | $113,869 | 3,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |