Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS TRUST CO | COM | 4901 | $669,570 | 3,712 | 0.00 | 0.00 | -445 | -10.70 | 03-31-2024 |
MARIPAU WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,341 | -26.59 | 03-31-2024 |
TOWER WEALTH PARTNERS INC | COM | 4903 | $667,586 | 3,701 | 0.00 | 0.00 | 360 | 10.78 | 03-31-2024 |
ARKOS GLOBAL ADVISORS | Stock | 4904 | $469,000 | 3,688 | 0.10 | 0.09 | -464 | -11.18 | 09-30-2023 |