Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC | COM | 851 | $736,000 | 3,395 | 0.02 | 0.04 | 0 | 0.00 | 12-31-2022 |
MOODY LYNN & LIEBERSON LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -0.24 | 12-31-2023 |
KG&L CAPITAL MANAGEMENTLLC | COM | 853 | $445,939 | 3,385 | 0.00 | 0.00 | 203 | 6.38 | 03-31-2024 |
WELLINGTON SHIELDS & CO LLC | Stock | 854 | $444,359 | 3,373 | 0.00 | 0.00 | 760 | 29.09 | 03-31-2024 |