Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC | COM | 1701 | $1,935,000 | 22,273 | 0.05 | 0.08 | 502 | 2.31 | 12-31-2022 |
SMITH MOORE & CO | COM | 1702 | $2,008,187 | 22,242 | 0.00 | 0.00 | -4,274 | -16.12 | 12-31-2023 |
RESONANT CAPITAL ADVISORS LLC | COM | 1703 | $2,012,613 | 22,223 | 0.00 | 0.00 | 420 | 1.93 | 12-31-2023 |
PROFESSIONAL PLANNING | COM | 1704 | $3,758,000 | 22,215 | 1.79 | 1.49 | 3,757 | 20.35 | 09-30-2021 |