Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 1251 | $6,486,523 | 39,979 | 0.00 | 0.00 | 453 | 1.15 | 03-31-2024 |
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | COM | 1252 | $5,818,892 | 39,894 | 0.00 | 0.00 | 4,756 | 13.54 | 09-30-2023 |
WCG WEALTH ADVISORS LLC | COM | 1253 | $5,844,000 | 39,882 | 0.43 | 39,882 | +Inf | 12-31-2023 | |
COURIER CAPITAL LLC | COM | 1254 | $5,841,606 | 39,864 | 0.00 | 0.00 | -3,038 | -7.08 | 12-31-2023 |