Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | COM | 3351 | $1,207,938 | 7,101 | 0.00 | 7,101 | +Inf | 12-31-2023 | |
LBMC INVESTMENT ADVISORS LLC | COM | 3352 | $1,422,339 | 7,101 | 0.00 | 0.00 | -389 | -5.19 | 03-31-2024 |
EVANSON ASSET MANAGEMENT LLC | COM | 3353 | $1,421,316 | 7,096 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTERN FINANCIAL CORPORATION | COM | 3354 | $1,124,000 | 7,096 | 0.59 | 0.62 | 741 | 11.66 | 12-31-2021 |