Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONUMENT CAPITAL MANAGEMENT | COM | 801 | $470,057 | 1,042 | 0.00 | 0.00 | -5 | -0.48 | 12-31-2023 |
HUMAN INVESTING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -255 | -19.68 | 03-31-2024 |
FIRST HAWAIIAN BANK | COM | 803 | $496,213 | 1,041 | 0.00 | 0.00 | -677 | -39.41 | 03-31-2024 |
AMERICANA PARTNERS LLC | COM | 804 | $467,350 | 1,039 | 0.00 | 0.00 | -477 | -31.46 | 12-31-2023 |