Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JFS WEALTH ADVISORS LLC | 04-29-2024 | 03-31-2024 | 2009 | 1,259,576,039 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AXCELIS TECHNOLOGIES INC | COM NEW | 1951 | $1,004 | 9 | 0.00 | 0.00 | -3 | -25.00 | 03-31-2024 |
| BANK HAWAII CORP | COM | 1952 | $999 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NATIONAL VISION HLDGS INC | COM | 1953 | $998 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIVE OAK BANCSHARES INC | COM | 1954 | $997 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
