Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | COM | 1751 | $746,000 | 1,816 | 0.13 | 0.15 | -100 | -5.22 | 03-31-2024 |
LAIRD NORTON TRUST COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHWEST WEALTH MANAGEMENT LLC | COM | 1753 | $725,533 | 1,814 | 0.00 | 0.00 | 997 | 122.03 | 12-31-2023 |
DRIVE WEALTH MANAGEMENT LLC | COM | 1754 | $746,125 | 1,810 | 0.00 | 0.00 | 6 | 0.33 | 03-31-2024 |