Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 1851 | $89,544 | 1,040 | 0.00 | 0.00 | -412 | -28.37 | 03-31-2024 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 1852 | $89,458 | 1,039 | 0.00 | 0.00 | 39 | 3.90 | 03-31-2024 |
TRIFECTA CAPITAL ADVISORS LLC | COM | 1853 | $86,961 | 1,010 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 12-31-2023 |