Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 1201 | $95,494 | 571 | 0.00 | 571 | +Inf | 03-31-2024 | |
RIVERVIEW TRUST CO | Com | Liquidated | $94,105 | 563 | 0.00 | 0.00 | 563 | +Inf | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 280 | 100.00 | 12-31-2023 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 1204 | $23,010 | 500 | 0.00 | 500 | +Inf | 03-31-2020 |