Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALEO FINANCIAL ADVISORS LLC | Stock | 451 | $562,689 | 1,728 | 0.00 | 0.00 | 200 | 13.09 | 03-31-2024 |
ARLINGTON FINANCIAL ADVISORS LLC | COM | 452 | $328,716 | 1,725 | 0.00 | 0.00 | 724 | 72.33 | 12-31-2023 |
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 453 | $549,354 | 1,714 | 0.00 | 1,714 | +Inf | 03-31-2024 | |
BOLLARD GROUP LLC | COM | 454 | $369,000 | 1,700 | 0.01 | 0.02 | 100 | 6.25 | 03-31-2023 |