Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 751 | $79,015 | 461 | 0.00 | 461 | +Inf | 03-31-2024 | |
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 752 | $68,921 | 410 | 0.00 | 410 | +Inf | 03-31-2024 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 402 | +Inf | 03-31-2024 | |
WOLVERINE ASSET MANAGEMENT LLC | COM | 754 | $63,796,000 | 400 | 0.00 | 400 | +Inf | 09-30-2023 |