Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETREDIS INVESTMENT ADVISORS LLC | COM | 1401 | $5,418,988 | 33,399 | 0.00 | 0.00 | -791 | -2.31 | 03-31-2024 |
ATLAS BROWNINC | Stock | 1402 | $5,415,134 | 33,375 | 0.00 | 0.00 | -889 | -2.59 | 03-31-2024 |
LAIRD NORTON WETHERBY TRUST COMPANY LLC | COM | 1403 | $5,413,471 | 33,365 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | 1404 | $5,409,688 | 33,342 | 0.00 | 0.00 | -1,922 | -5.45 | 03-31-2024 |