Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVEXIA WEALTH LLC | COM | 2801 | $12,134,086 | 28,761 | 0.00 | 0.01 | -2,067 | -6.70 | 03-31-2024 |
FIRST WASHINGTON CORP | COM | 2802 | $12,098,645 | 28,757 | 0.00 | 0.00 | -3,544 | -10.97 | 03-31-2024 |
BLODGETT WEALTH ADVISORS LLC | COM | 2803 | $10,805,745 | 28,736 | 0.01 | 0.01 | 299 | 1.05 | 12-31-2023 |
VISTA CAPITAL PARTNERS INC | COM | 2804 | $12,079,288 | 28,711 | 0.00 | 0.00 | 3,425 | 13.55 | 03-31-2024 |