Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAMSAY STATTMAN VELA & PRICE INC | COM | 1651 | $1,504,152 | 10,400 | 0.00 | 0.00 | -3,305 | -24.12 | 12-31-2023 |
BRIGHTON JONES LLC | COM | 1652 | $1,502,174 | 10,386 | 0.00 | 0.00 | 462 | 4.66 | 12-31-2023 |
NAVITER WEALTH LLC | COM | 1653 | $1,755,472 | 10,369 | 0.00 | 0.00 | 1,089 | 11.73 | 03-31-2024 |
CASCADE INVESTMENT ADVISORS INC | COM | 1654 | $1,498,222 | 10,359 | 0.00 | 0.00 | 60 | 0.58 | 12-31-2023 |