Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERRO PACIFIC WEALTH ADVISORS LLC | COM | 701 | $213,600 | 4,000 | 0.00 | 4,000 | +Inf | 03-31-2023 | |
MARBLE HARBOR INVESTMENT COUNSEL LLC | COM | 702 | $205,200 | 4,000 | 0.00 | 4,000 | +Inf | 12-31-2023 | |
BAXTER BROS INC | COM | 703 | $205,200 | 4,000 | 0.00 | 4,000 | +Inf | 12-31-2023 | |
GLENVIEW TRUST CO | COM | 704 | $200,390 | 3,976 | 0.00 | 0.00 | -1,018 | -20.38 | 03-31-2024 |