Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 10.53 | 03-31-2024 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 752 | $6,462 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | Liquidated | $0 | 0 | 0.00 | 81 | +Inf | 03-31-2024 | |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 754 | $5,497 | 80 | 0.00 | 80 | +Inf | 12-31-2023 |