Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 3351 | $139,746 | 1,487 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN CAPITAL ADVISORY LLC | CL B | 3352 | $180,527 | 1,472 | 0.00 | 0.00 | 10 | 0.68 | 03-31-2024 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 3353 | $213,000 | 1,468 | 0.05 | 0.05 | 24 | 1.66 | 09-30-2021 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 3354 | $159,128 | 1,466 | 0.00 | 1,466 | +Inf | 12-31-2023 |