Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CKW FINANCIAL GROUP | COM | 1951 | $4,000 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FORMULAFOLIO INVESTMENTS LLC | COM USD1 | 1952 | $5,000 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
POM INVESTMENT STRATEGIES LLC | COM | 1953 | $3,757 | 71 | 0.00 | 0.00 | 1 | 1.43 | 06-30-2024 |
MASCOMA WEALTH MANAGEMENT LLC | REIT | 1954 | $3,539 | 67 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |