Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WADE FINANCIAL ADVISORY INC | COM | 3051 | $467,613 | 9,256 | 0.00 | 0.00 | -763 | -7.62 | 12-31-2023 |
DIMENSION CAPITAL MANAGEMENT LLC | COM | 3052 | $467,108 | 9,246 | 0.00 | 0.00 | -598 | -6.07 | 12-31-2023 |
LIBERTY WEALTH MANAGEMENT LLC | COM | 3053 | $478,029 | 9,239 | 0.00 | 0.00 | -2,499 | -21.29 | 06-30-2023 |
COLUMBIA TRUST CO 01012016 | COM | 3054 | $465,289 | 9,210 | 0.00 | 0.00 | 2,423 | 35.70 | 12-31-2023 |