Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA PARADIGM PARTNERS LLC | COM | 701 | $483,000 | 4,637 | 0.00 | 0.00 | 3,073 | 196.48 | 12-31-2022 |
SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 144 | 3.24 | 12-31-2023 |
IEQ CAPITAL LLC | COM | 703 | $708,984 | 4,405 | 0.00 | 0.00 | 2,123 | 93.03 | 12-31-2023 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 704 | $653,950 | 4,404 | 0.00 | 0.00 | 2,674 | 154.57 | 03-31-2024 |