Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASCADE INVESTMENT GROUP INC | COM | 3551 | $6,647,055 | 34,525 | 0.01 | 0.01 | 438 | 1.28 | 12-31-2023 |
SEVEN MILE ADVISORY | Stock | 3552 | $6,643,659 | 34,507 | 0.01 | 0.01 | 776 | 2.30 | 12-31-2023 |
GREENSPRING ADVISORS LLC | COM | 3553 | $5,914,688 | 34,492 | 0.00 | 0.00 | -1,120 | -3.15 | 03-31-2024 |
NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD | COM | 3554 | $6,633,429 | 34,454 | 0.00 | 34,454 | +Inf | 12-31-2023 |