Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 1101 | $67,000 | 726 | 0.00 | 0.00 | -1,660 | -69.57 | 03-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1102 | $59,859 | 696 | 0.00 | 0.00 | -1,013 | -59.27 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 1103 | $59,675 | 694 | 0.00 | 0.00 | 98 | 16.44 | 03-31-2024 |
CUTLER GROUP LLC / CA | COM | 1104 | $58,000 | 686 | 0.02 | 0.01 | -714 | -51.00 | 03-31-2024 |