Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 1451 | $2,192 | 8 | 0.00 | 0.00 | -16 | -66.67 | 12-31-2023 |
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 12-31-2023 | |
DUNHILL FINANCIAL LLC | COM | 1453 | $1,528 | 6 | 0.00 | 6 | +Inf | 12-31-2023 | |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 1454 | $1,644 | 6 | 0.00 | 0.00 | -100 | -94.34 | 12-31-2023 |