Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 1001 | $201,430 | 680 | 0.00 | 0.00 | 58 | 9.32 | 03-31-2024 |
SPRING CAPITAL MANAGEMENT LLC | COM | 1002 | $200,837 | 678 | 0.00 | 678 | +Inf | 03-31-2024 | |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 1003 | $200,541 | 677 | 0.00 | 677 | +Inf | 03-31-2024 | |
PATHSTONE FAMILY OFFICE LLC | COM | 1004 | $204,258 | 670 | 0.00 | 670 | +Inf | 06-30-2023 |