Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 1401 | $140,264 | 968 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 1402 | $139,828 | 965 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1403 | $137,509 | 949 | 0.00 | 0.00 | 123 | 14.89 | 03-31-2024 |
COPELAND CAPITAL MANAGEMENT LLC | COM | 1404 | $135,626 | 936 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |