Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 751 | $942,593 | 26,300 | 0.00 | 0.00 | -3,409 | -11.47 | 03-31-2024 |
LEGACY CAPITAL PARTNERS INC | Stock | 752 | $2,087,000 | 26,272 | 0.69 | 0.50 | 1,265 | 5.06 | 03-31-2022 |
LIVE OAK INVESTMENT PARTNERS | COM | 753 | $968,866 | 26,221 | 0.00 | 26,221 | +Inf | 09-30-2023 | |
MEIJI YASUDA ASSET MANAGEMENT CO LTD | COM | 754 | $932,593 | 26,021 | 0.00 | 0.00 | -41,887 | -61.68 | 03-31-2024 |