Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 1551 | $8,443 | 31 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $9,650 | 31 | 0.00 | 0.00 | 31 | +Inf | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1553 | $8,444 | 31 | 0.00 | 0.00 | 17 | 121.43 | 12-31-2023 |
LEGACY BRIDGE LLC | COM | 1554 | $9,339 | 30 | 0.00 | 30 | +Inf | 03-31-2024 |