Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALL LAURIE J TRUSTEE | COM | 801 | $1,072,000 | 1,560 | 0.38 | 0.36 | 0 | 0.00 | 03-31-2024 |
BADGLEY PHELPS WEALTH MANAGERS LLC | COM | 802 | $931,713 | 1,546 | 0.00 | 1,546 | +Inf | 12-31-2023 | |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 803 | $917,397 | 1,522 | 0.00 | 0.00 | 346 | 29.42 | 12-31-2023 |
QTRON INVESTMENTS LLC | COM | 804 | $1,042,225 | 1,517 | 0.00 | 0.00 | -244 | -13.86 | 03-31-2024 |