Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON TRUST WALDEN CORP | COMMON STOCK | 551 | $221,000 | 7,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
MONETARY MANAGEMENT GROUP INC | COM | 552 | $299,034 | 7,400 | 0.00 | 0.00 | 1,600 | 27.59 | 12-31-2023 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | 553 | $233,892 | 7,369 | 0.00 | 0.00 | -3,230 | -30.47 | 03-31-2023 |
STRATOS WEALTH PARTNERS LTD | COM | 554 | $324,775 | 7,364 | 0.00 | 0.00 | -170 | -2.26 | 03-31-2024 |