Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1251 | $156,810 | 4,175 | 0.00 | 0.00 | 1,060 | 34.03 | 03-31-2024 |
PEOPLES FINANCIAL SERVICES CORP | COMMON STOCK | 1252 | $156,774 | 4,174 | 0.00 | 0.00 | -200 | -4.57 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 1253 | $168,000 | 4,147 | 0.05 | 0.06 | 446 | 12.05 | 06-30-2023 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1254 | $152,046 | 4,047 | 0.00 | 0.00 | -180 | -4.26 | 03-31-2024 |