Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STELAC ADVISORY SERVICES LLC | COM | 801 | $603,468 | 16,805 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM NEW | 802 | $603,253 | 16,799 | 0.00 | 0.00 | -163 | -0.96 | 03-31-2024 |
GTS SECURITIES LLC | COM NEW | 803 | $602,821 | 16,787 | 0.00 | 0.00 | -28,013 | -62.53 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM NEW | 804 | $509,937 | 16,632 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |