Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DERBY & COMPANY INC | CL B NEW | 4701 | $251,000 | 918 | 0.05 | 0.05 | 0 | 0.00 | 09-30-2021 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | CL B NEW | 4702 | $386,037 | 918 | 0.00 | 0.00 | 18 | 2.00 | 03-31-2024 |
ARBOR CAPITAL MANAGEMENT INC /ADV | CL B NEW | 4703 | $370,606 | 917 | 0.00 | 0.00 | -94 | -9.30 | 03-31-2024 |
ZEVIN ASSET MANAGEMENT LLC | COM | 4704 | $384,000 | 914 | 0.06 | 0.06 | -91 | -9.05 | 03-31-2024 |