Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNESIS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAKER BOYER NATIONAL BANK | COMMON STOCK | 4802 | $757,049 | 4,197 | 0.00 | 0.00 | -486 | -10.38 | 03-31-2024 |
WHEELHOUSE ADVISORY GROUP LLC | COM | 4803 | $755,972 | 4,191 | 0.00 | 0.00 | 1,044 | 33.17 | 03-31-2024 |
COMMONWEALTH RETIREMENT INVESTMENTS LLC | Stock | 4804 | $754,890 | 4,185 | 0.00 | 0.00 | 62 | 1.50 | 03-31-2024 |