Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | COM | 751 | $5,207,248 | 11,448 | 0.00 | 0.00 | 3,765 | 49.00 | 03-31-2024 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 752 | $5,187,311 | 11,445 | 0.00 | 0.00 | 473 | 4.31 | 12-31-2023 |
HM PAYSON & CO | COM | 753 | $4,668,537 | 11,416 | 0.00 | 0.00 | 1,244 | 12.23 | 09-30-2023 |
BUILDER INVESTMENT GROUP INC /ADV | COM | 754 | $5,192,796 | 11,416 | 0.00 | 0.00 | -200 | -1.72 | 03-31-2024 |