Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BADGLEY PHELPS WEALTH MANAGERS LLC | COM | 1601 | $745,339 | 918 | 0.00 | 918 | +Inf | 12-31-2023 | |
BURKE & HERBERT BANK & TRUST CO | COMMON | 1602 | $633,776 | 917 | 0.00 | 0.00 | -61 | -6.24 | 06-30-2023 |
WALDRON PRIVATE WEALTH LLC | COM | 1603 | $744,000 | 917 | 0.04 | 0.03 | 43 | 4.92 | 12-31-2023 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 1604 | $759,501 | 911 | 0.00 | 0.00 | 3 | 0.33 | 03-31-2024 |