Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 351 | $5,493 | 375 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 280 | +Inf | 12-31-2023 | |
IFP ADVISORS INC | cs | 353 | $3,339 | 245 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 354 | $2,626 | 213 | 0.00 | 0.00 | -193 | -47.54 | 09-30-2023 |