Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 1451 | $4,949,064 | 37,782 | 0.00 | 37,782 | +Inf | 03-31-2024 | |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1452 | $4,976,385 | 37,714 | 0.00 | 0.00 | -11,715 | -23.70 | 03-31-2024 |
PRATT COLLARD ADVISORY PARTNERS LLC | COM | 1453 | $2,930,000 | 37,670 | 1.95 | 1.96 | 2,150 | 6.05 | 06-30-2021 |
GQG PARTNERS LLC | COM | 1454 | $3,868,861 | 37,580 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |