Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 1451 | $71,051 | 274 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 272 | +Inf | 06-30-2024 |
GREAT LAKES RETIREMENT INC | COM | 1453 | $69,773 | 269 | 0.00 | 0.00 | -2,843 | -91.36 | 06-30-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 1454 | $68,199 | 263 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |