Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2801 | $7,492 | 80 | 0.00 | 0.00 | -20 | -20.00 | 03-31-2024 |
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 12-31-2023 | |
CSAT INVESTMENT ADVISORY LP | COM NEW | 2803 | $6,000 | 78 | 0.01 | 78 | +Inf | 03-31-2021 | |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 2804 | $7,000 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |