Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $55,216 | 611 | 0.00 | 0.00 | 611 | +Inf | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | SHS | 702 | $52,866 | 585 | 0.00 | 0.00 | 22 | 3.91 | 03-31-2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | SHS | 703 | $52,604 | 583 | 0.00 | 583 | +Inf | 03-31-2024 | |
SPIRE WEALTH MANAGEMENT | SHS | 704 | $48,569 | 537 | 0.00 | 0.00 | 36 | 7.19 | 03-31-2024 |