Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | COM | 901 | $734,588 | 1,905 | 0.00 | 0.00 | -98 | -4.89 | 09-30-2023 |
COLUMBIA TRUST CO 01012016 | COM | 902 | $973,496 | 1,904 | 0.00 | 0.00 | 228 | 13.60 | 12-31-2023 |
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | COM | 903 | $532,000 | 1,902 | 0.81 | 0.77 | 0 | 0.00 | 09-30-2022 |
VIDENT ADVISORY LLC | COM | 904 | $733,432 | 1,902 | 0.00 | 1,902 | +Inf | 09-30-2023 |