Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 1051 | $796,986 | 1,434 | 0.00 | 0.00 | 150 | 11.68 | 03-31-2024 |
55I LLC | COM | 1052 | $346,000 | 1,429 | 0.01 | 1,429 | +Inf | 09-30-2022 | |
CHECCHI CAPITAL ADVISERS LLC | COM | 1053 | $792,001 | 1,425 | 0.00 | 0.00 | 24 | 1.71 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1054 | $789,513 | 1,421 | 0.00 | 0.00 | -9 | -0.63 | 03-31-2024 |