Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 2001 | $267,386 | 1,637 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASPIRIANT LLC | COM | 2002 | $267,388 | 1,637 | 0.00 | 1,637 | +Inf | 03-31-2024 | |
LEO WEALTH LLC | COM | 2003 | $233,017 | 1,629 | 0.00 | 1,629 | +Inf | 12-31-2023 | |
HERITAGE WEALTH MANAGEMENT INC/TEXAS | COM | 2004 | $265,918 | 1,628 | 0.00 | 1,628 | +Inf | 03-31-2024 |