Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KCM INVESTMENT ADVISORS LLC | COM NEW | 951 | $369,067 | 10,278 | 0.00 | 0.00 | 924 | 9.88 | 03-31-2024 |
FERGUSON WELLMAN CAPITAL MANAGEMENT INC | COM | 952 | $318,000 | 10,253 | 0.01 | 0.01 | 1,505 | 17.20 | 12-31-2022 |
MAYFLOWER FINANCIAL ADVISORS LLC | COM NEW | 953 | $366,559 | 10,208 | 0.00 | 0.00 | -864 | -7.80 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM NEW | 954 | $364,769 | 10,158 | 0.00 | 0.00 | -172 | -1.67 | 03-31-2024 |