Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HAWAIIAN BANK | COM | 301 | $3,049,542 | 8,708 | 0.00 | 0.00 | 1,258 | 16.89 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 302 | $3,016,050 | 8,612 | 0.00 | 0.00 | -1,206 | -12.28 | 03-31-2024 |
NEWEDGE ADVISORS LLC | COM | 303 | $2,885,381 | 8,239 | 0.00 | 8,239 | +Inf | 03-31-2024 | |
CREATIVE PLANNING | COM | 304 | $1,758,340 | 8,162 | 0.00 | 0.00 | 881 | 12.10 | 12-31-2023 |