Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS TRUST CO | CL B | Liquidated | $0 | 0 | 0.00 | 1,937 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 573 | 42.13 | 03-31-2024 |
AWM CAPITAL LLC | CL B | Liquidated | $0 | 0 | 0.00 | 1,913 | +Inf | 03-31-2024 | |
BLODGETT WEALTH ADVISORS LLC | CL B | Liquidated | $0 | 0 | 0.00 | 1,901 | +Inf | 12-31-2023 |