Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIGHTON JONES LLC | COM | 601 | $617,606 | 16,172 | 0.00 | 0.00 | -377 | -2.28 | 12-31-2023 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 602 | $696,846 | 16,165 | 0.00 | 0.00 | -3,535 | -17.94 | 03-31-2024 |
DGS CAPITAL MANAGEMENT LLC | Stock | 603 | $693,468 | 16,082 | 0.00 | 0.00 | -286 | -1.75 | 03-31-2024 |
BEESE FULMER INVESTMENT MANAGEMENT INC | Stock | 604 | $688,066 | 15,957 | 0.00 | 0.00 | -13 | -0.08 | 03-31-2024 |