Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRADY FAMILY WEALTH LLC | COM | 901 | $5,116,883 | 17,997 | 0.00 | 0.00 | 199 | 1.12 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 902 | $5,111,229 | 17,977 | 0.00 | 0.00 | 526 | 3.01 | 03-31-2024 |
BRISTLECONE ADVISORS LLC | COM | 903 | $5,103,589 | 17,950 | 0.00 | 0.00 | 457 | 2.61 | 03-31-2024 |
FCA CORP /TX | COM | 904 | $5,062,827 | 17,807 | 0.00 | 0.00 | 165 | 0.94 | 03-31-2024 |