Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRISTLECONE ADVISORS LLC | COM | 1151 | $856,189 | 6,230 | 0.00 | 0.00 | -8 | -0.13 | 03-31-2024 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1152 | $854,746 | 6,220 | 0.00 | 0.00 | -253 | -3.91 | 03-31-2024 |
RED DOOR WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,210 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1154 | $847,384 | 6,166 | 0.00 | 0.00 | -85 | -1.36 | 03-31-2024 |