Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILLOW CREEK WEALTH MANAGEMENT INC | COM | 1301 | $367,382 | 1,939 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CKW FINANCIAL GROUP | COM | 1302 | $394,000 | 1,930 | 0.05 | 0.05 | 3 | 0.16 | 03-31-2024 |
PINENO LEVIN & FORD ASSET MANAGEMENT INC | COM | 1303 | $335,000 | 1,926 | 0.10 | 0.09 | 0 | 0.00 | 12-31-2021 |
JOURNEY ADVISORY GROUP LLC | COM | 1304 | $395,482 | 1,920 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |