Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST QUADRANT WEALTH MANAGEMENT LLC | COM | 1351 | $220,616 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
EAGLE RIDGE INVESTMENT MANAGEMENT | COM | 1352 | $220,616 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
L ROY PAPP & ASSOCIATES LLP | COM | 1353 | $220,616 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
VIRTUS INVESTMENT ADVISERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -9.21 | 12-31-2023 |