Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKLEY WEALTH MANAGEMENT LLC | COM | 951 | $513,105 | 8,936 | 0.00 | 0.00 | -783 | -8.06 | 12-31-2023 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 952 | $483,167 | 8,931 | 0.00 | 8,931 | +Inf | 03-31-2024 | |
HENDERSHOT INVESTMENTS INC | COM | 953 | $476,744 | 8,812 | 0.00 | 0.00 | -210 | -2.33 | 03-31-2024 |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 954 | $523,581 | 8,757 | 0.00 | 0.00 | 1,853 | 26.84 | 06-30-2023 |