Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARADIGM FINANCIAL ADVISORS LLC | COM | 1351 | $1,073,000 | 4,042 | 0.25 | 0.24 | 0 | 0.00 | 09-30-2021 |
VALUE PARTNERS INVESTMENTS INC | COM | 1352 | $876,387 | 4,041 | 0.00 | 0.00 | -26,426 | -86.74 | 12-31-2023 |
KUHN & CO INVESTMENT COUNSEL | COM | 1353 | $867,190 | 4,017 | 0.00 | 4,017 | +Inf | 12-31-2023 | |
BRIGHTON JONES LLC | COM | 1354 | $866,701 | 4,015 | 0.00 | 0.00 | 109 | 2.79 | 12-31-2023 |