Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 2851 | $187,372 | 2,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | SHS | 2852 | $182,742 | 2,100 | 0.00 | 2,100 | +Inf | 03-31-2024 | |
ARS WEALTH ADVISORS LLC | SHS | 2853 | $216,000 | 2,082 | 0.06 | 2,082 | +Inf | 09-30-2020 | |
TOMPKINS FINANCIAL CORP | SHS | 2854 | $180,313 | 2,069 | 0.00 | 0.00 | 78 | 3.92 | 03-31-2024 |