Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERKINS COIE TRUST CO | COMMON STOCK | 3251 | $90,087 | 155 | 0.00 | 0.00 | -31 | -16.67 | 03-31-2024 |
MKD WEALTH COACHES LLC | Stock | 3252 | $103,000 | 154 | 0.14 | 154 | +Inf | 12-31-2021 | |
COVESTOR LTD | COMMON | 3253 | $78,000 | 153 | 0.06 | 0.06 | -4 | -2.55 | 09-30-2023 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 3254 | $87,182 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |