Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM NEW | 901 | $1,434 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM NEW | 902 | $1,385 | 28 | 0.00 | 0.00 | 5 | 21.74 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 903 | $1,335 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 904 | $1,236 | 25 | 0.00 | 25 | +Inf | 03-31-2024 |