Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BADGLEY PHELPS WEALTH MANAGERS LLC | COM | 251 | $21,367,511 | 167,143 | 0.00 | 0.00 | 1,863 | 1.13 | 03-31-2024 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | COM | 252 | $21,266,000 | 166,347 | 0.00 | 0.00 | 2,622 | 1.60 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 253 | $20,761,109 | 162,399 | 0.00 | 0.00 | -1,926 | -1.17 | 03-31-2024 |
BARLOW WEALTH PARTNERS INC | COM | 254 | $21,850,011 | 161,505 | 0.00 | 161,505 | +Inf | 03-31-2024 |