Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIGHTON JONES LLC | COM | 1301 | $4,715,758 | 7,904 | 0.00 | 0.00 | 168 | 2.17 | 12-31-2023 |
RDA FINANCIAL NETWORK | COM | 1302 | $3,973,220 | 7,874 | 0.00 | 0.00 | 623 | 8.59 | 03-31-2024 |
PORTFOLIO DESIGN LABS LLC | COM | 1303 | $4,691,066 | 7,863 | 0.00 | 7,863 | +Inf | 12-31-2023 | |
SIERRA SUMMIT ADVISORS LLC | COM | 1304 | $4,686,890 | 7,856 | 0.00 | 7,856 | +Inf | 12-31-2023 |