Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST INVESTMENT COUNSELORS LLC | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,075 | +Inf | 06-30-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1652 | $12,000 | 1,051 | 0.00 | 1,051 | +Inf | 03-31-2022 | |
ISLAY CAPITAL MANAGEMENT LLC | COM UT LTD PTN | 1653 | $16,609 | 1,024 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ATTICUS WEALTH MANAGEMENT LLC | COM UT LTD PTN | 1654 | $16,594 | 1,023 | 0.00 | 0.00 | -2,737 | -72.79 | 06-30-2024 |