Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WCG WEALTH ADVISORS LLC | COM | 901 | $1,448,000 | 10,874 | 0.11 | 10,874 | +Inf | 12-31-2023 | |
BOSTON TRUST WALDEN CORP | COMMON STOCK | 902 | $877,000 | 10,868 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
BARRY INVESTMENT ADVISORS LLC | COM | 903 | $1,300,379 | 10,822 | 0.00 | 0.33 | -1,183 | -9.85 | 09-30-2023 |
BBR PARTNERS LLC | COM | 904 | $1,028,673 | 10,785 | 0.00 | 0.00 | -17 | -0.16 | 06-30-2023 |