Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCALIBUR MANAGEMENT CORP | COM | 901 | $300,342 | 2,191 | 0.00 | 0.00 | 571 | 35.25 | 12-31-2023 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 902 | $317,060 | 2,180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 903 | $267,322 | 2,160 | 0.00 | 0.00 | 261 | 13.74 | 06-30-2023 |
INDEXIQ ADVISORS LLC | COM | 904 | $364,000 | 2,146 | 0.01 | 0.01 | 22 | 1.04 | 03-31-2022 |