Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL PACIFIC BANK - TRUST DIVISION | SHS | 2951 | $165,291 | 2,100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ARS WEALTH ADVISORS LLC | SHS | 2952 | $216,000 | 2,082 | 0.06 | 2,082 | +Inf | 09-30-2020 | |
TOMPKINS FINANCIAL CORP | SHS | 2953 | $161,592 | 2,053 | 0.00 | 0.00 | -16 | -0.77 | 06-30-2024 |
SAGE PRIVATE WEALTH GROUP LLC | SHS | 2954 | $165,000 | 2,046 | 0.22 | 0.35 | -628 | -23.49 | 09-30-2022 |