Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 551 | $217,136 | 1,113 | 0.00 | 0.00 | -175 | -13.59 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | INC COM | 552 | $217,000 | 1,110 | 0.00 | 0.00 | -4 | -0.36 | 03-31-2024 |
NEMES RUSH GROUP LLC | COM | 553 | $214,990 | 1,102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | COM | 554 | $212,063 | 1,087 | 0.00 | 1,087 | +Inf | 03-31-2024 |