Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRACLE MILE ADVISORS LLC | COM | 801 | $1,853,871 | 14,236 | 0.00 | 0.00 | 183 | 1.30 | 03-31-2024 |
BRIGHTON JONES LLC | COM | 802 | $1,895,367 | 14,219 | 0.00 | 0.00 | -194 | -1.35 | 12-31-2023 |
STABLEPOINT PARTNERS LLC | COM | 803 | $1,849,905 | 14,206 | 0.00 | 0.00 | 3,764 | 36.05 | 03-31-2024 |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 804 | $1,846,000 | 14,179 | 1.09 | 0.00 | 2,427 | 20.65 | 03-31-2024 |