Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONSILIUM WEALTH ADVISORY LLC | CAP STK CL C | 3651 | $759,016 | 4,985 | 0.00 | 0.00 | 280 | 5.95 | 03-31-2024 |
PERKINS COIE TRUST CO | COMMON STOCK | 3652 | $755,966 | 4,965 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AUXIER ASSET MANAGEMENT | COM | 3653 | $754,296 | 4,954 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MPS LORIA FINANCIAL PLANNERS LLC | CAP STK CL C | 3654 | $908,427 | 4,953 | 0.00 | 0.00 | 3 | 0.06 | 06-30-2024 |