Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLEVUE ASSET MANAGEMENT LLC | COM | 1051 | $20,472 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOMPKINS FINANCIAL CORP | COM | 1053 | $20,472 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1054 | $15,659 | 299 | 0.00 | 299 | +Inf | 12-31-2023 |