Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA TRUST COMPANY NA | COM | 501 | $228,614 | 3,775 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 502 | $226,919 | 3,747 | 0.00 | 0.00 | -232 | -5.83 | 03-31-2024 |
VESTMARK ADVISORY SOLUTIONS INC | COM | 503 | $226,737 | 3,744 | 0.00 | 0.00 | -164 | -4.20 | 03-31-2024 |
INTRUA FINANCIAL LLC | COM | 504 | $216,967 | 3,707 | 0.00 | 0.00 | -125 | -3.26 | 03-31-2023 |