Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | SHS CLASS A | 751 | $10,837,109 | 31,266 | 0.00 | 0.00 | -21 | -0.07 | 03-31-2024 |
MINOT WEALTH MANAGEMENT LLC | SHS CLASS A | 752 | $10,463,000 | 31,026 | 2.25 | 2.16 | -220 | -0.70 | 03-31-2022 |
EVEXIA WEALTH LLC | SHS CLASS A | 753 | $9,764,784 | 30,960 | 0.00 | 0.00 | 2,037 | 7.04 | 03-31-2024 |
PATHSTONE FAMILY OFFICE LLC | SHS CLASS A | 754 | $9,455,181 | 30,783 | 0.00 | 0.00 | 4,152 | 15.59 | 06-30-2023 |