Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLORADO CAPITAL MANAGEMENT INC | COM | 4251 | $358,000 | 2,284 | 0.23 | 0.27 | 9 | 0.40 | 12-31-2023 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | COM | 4252 | $359,000 | 2,269 | 0.38 | 0.49 | 0 | 0.00 | 03-31-2024 |
GLOBAL STRATEGIC INVESTMENT SOLUTIONS LLC | COM | 4253 | $355,479 | 2,268 | 0.00 | 0.00 | -160 | -6.59 | 12-31-2023 |
ZEVIN ASSET MANAGEMENT LLC | COM | 4254 | $355,000 | 2,266 | 0.06 | 0.07 | 162 | 7.70 | 12-31-2023 |