Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLEVUE ASSET MANAGEMENT LLC | COM | 2351 | $63,035 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OKABENA INVESTMENT SERVICES INC | COM | 2352 | $49,777 | 700 | 0.00 | 0.00 | 591 | 542.20 | 09-30-2023 |
AVALON TRUST CO | COM | 2353 | $55,160 | 692 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST BRANCH CAPITAL LLC | COM | 2354 | $54,363 | 682 | 0.00 | 0.00 | 132 | 24.00 | 12-31-2023 |