Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | 551 | $232,445 | 989 | 0.00 | 989 | +Inf | 03-31-2024 | |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 552 | $231,740 | 986 | 0.00 | 986 | +Inf | 03-31-2024 | |
GREENFIELD SAVINGS BANK | COM | 553 | $227,274 | 967 | 0.00 | 0.00 | -123 | -11.28 | 03-31-2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | COM | Liquidated | $227,039 | 966 | 0.00 | 0.00 | 966 | +Inf | 03-31-2024 |