Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 1351 | $200,436 | 1,644 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TATRO CAPITAL LLC | COM | 1352 | $246,000 | 1,627 | 0.18 | 0.23 | 5 | 0.31 | 03-31-2022 |
YHB INVESTMENT ADVISORS INC | Stock | 1353 | $197,998 | 1,624 | 0.00 | 1,624 | +Inf | 03-31-2024 | |
SUNBELT SECURITIES INC | Stock | 1354 | $193,841 | 1,590 | 0.00 | 0.00 | 1,207 | 315.14 | 03-31-2024 |