Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1651 | $8,000 | 38 | 0.00 | 0.03 | -271 | -87.70 | 06-30-2021 |
BADGLEY PHELPS WEALTH MANAGERS LLC | COM | 1652 | $9,206 | 37 | 0.00 | 37 | +Inf | 03-31-2024 | |
CEDAR WEALTH MANAGEMENT LLC | COM | 1653 | $8,672 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
YHB INVESTMENT ADVISORS INC | Stock | 1654 | $8,424 | 34 | 0.00 | 34 | +Inf | 03-31-2024 |