Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS GROUP ADVISORS LLC | COM | 3601 | $261,456 | 935 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MORNINGSTAR INVESTMENT SERVICES LLC | COM | 3602 | $247,000 | 929 | 0.00 | 0.00 | 21 | 2.31 | 09-30-2023 |
PERKINS COIE TRUST CO | COMMON STOCK | 3603 | $261,638 | 928 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JOULE FINANCIAL LLC | COM | 3604 | $244,472 | 928 | 0.00 | 0.00 | 10 | 1.09 | 09-30-2023 |