Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HAWAIIAN BANK | COM | 701 | $1,928,810 | 612 | 0.00 | 0.00 | -82 | -11.82 | 03-31-2024 |
INSPIRE INVESTING LLC | COM | 702 | $1,572,051 | 608 | 0.00 | 0.00 | 26 | 4.47 | 12-31-2023 |
LAKESHORE FINANCIAL PLANNING INC | COM | 703 | $1,541,774 | 607 | 0.00 | 607 | +Inf | 09-30-2023 | |
LINDEN THOMAS ADVISORY SERVICES LLC | COM | 704 | $1,569,465 | 607 | 0.00 | 0.00 | 66 | 12.20 | 12-31-2023 |