Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 701 | $1,827,745 | 5,480 | 0.00 | 0.00 | -129 | -2.30 | 03-31-2024 |
ATOM INVESTORS LP | COM | 702 | $1,827,077 | 5,478 | 0.00 | 5,478 | +Inf | 03-31-2024 | |
ADVISORY SERVICES NETWORK LLC | Stock | 703 | $1,822,661 | 5,465 | 0.00 | 0.00 | 146 | 2.74 | 03-31-2024 |
JOHNSON INVESTMENT COUNSEL INC | CS | 704 | $1,813,403 | 5,437 | 0.00 | 0.00 | -67 | -1.22 | 03-31-2024 |