Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $4,031 | 75 | 0.00 | 0.00 | 75 | +Inf | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 1552 | $4,520 | 73 | 0.00 | 73 | +Inf | 12-31-2023 | |
PITTENGER & ANDERSON INC | COM | 1553 | $3,870 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1554 | $3,494 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |