Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 1001 | $8,328,891 | 45,738 | 0.00 | 0.00 | -3,910 | -7.88 | 03-31-2024 |
BENEDICT FINANCIAL ADVISORS INC | COM | 1002 | $8,289,780 | 45,523 | 0.00 | 0.00 | 715 | 1.60 | 03-31-2024 |
INDEPENDENT INVESTORS INC | Common Stock | 1003 | $8,265,155 | 45,388 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORT SHERIDAN ADVISORS LLC | COM | 1004 | $8,264,298 | 45,383 | 0.00 | 0.00 | 2,720 | 6.38 | 03-31-2024 |