Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 1001 | $3,717,683 | 51,670 | 0.00 | 51,670 | +Inf | 12-31-2022 | |
MILL CAPITAL MANAGEMENT LLC | COM | 1002 | $2,794,635 | 51,533 | 0.00 | 0.00 | -4,268 | -7.65 | 03-31-2024 |
LAFLEUR & GODFREY LLC | COM | 1003 | $2,792,309 | 51,490 | 0.00 | 0.00 | 9,436 | 22.44 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 1004 | $2,778,638 | 51,238 | 0.00 | 0.00 | -16,668 | -24.55 | 03-31-2024 |