Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 12-31-2023 | |
MOISAND FITZGERALD TAMAYO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 1253 | $5,000 | 61 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SALOMON & LUDWIN LLC | COM | 1254 | $5,075 | 59 | 0.00 | 59 | +Inf | 03-31-2024 |