Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT COUNSEL INC | COM | 1601 | $2,406,000 | 31,206 | 1.69 | 31,206 | +Inf | 03-31-2021 | |
BRIGHTON JONES LLC | COM | 1602 | $3,400,990 | 31,196 | 0.00 | 0.00 | 2,473 | 8.61 | 12-31-2023 |
WILKINSON GLOBAL ASSET MANAGEMENT LLC | COM | 1603 | $3,393,247 | 31,125 | 0.00 | 0.00 | -700 | -2.20 | 12-31-2023 |
FAS WEALTH PARTNERS INC | COM | 1604 | $3,391,454 | 31,109 | 0.00 | 0.00 | 2,839 | 10.04 | 12-31-2023 |