Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRETT & COMPANY INC | COM | 2101 | $4,522,090 | 9,131 | 0.00 | 0.00 | -1,289 | -12.37 | 12-31-2023 |
MERRIMAN WEALTH MANAGEMENT LLC | COM | 2102 | $8,227,630 | 9,114 | 0.00 | 0.00 | -2,090 | -18.65 | 03-31-2024 |
CONSOLIDATED CAPITAL MANAGEMENT LLC | COM | 2103 | $4,508,485 | 9,104 | 0.00 | 0.00 | -3,600 | -28.34 | 12-31-2023 |
AFT FORSYTH & SOBER LLC | COM | 2104 | $8,222,396 | 9,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |