Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLEVUE ASSET MANAGEMENT LLC | COM | 4351 | $82,274 | 624 | 0.00 | 0.00 | 3 | 0.48 | 03-31-2024 |
GLEASON GROUP INC | COM | 4352 | $80,967 | 614 | 0.00 | 0.00 | 4 | 0.66 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 4353 | $66,721 | 612 | 0.00 | 612 | +Inf | 12-31-2023 | |
NORTHWEST BANK & TRUST CO | HEALTHCARE | 4354 | $66,502 | 610 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |