Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 801 | $65,432 | 466 | 0.00 | 0.00 | 47 | 11.22 | 03-31-2024 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 802 | $58,182 | 414 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARLINGTON TRUST CO LLC | COM | 803 | $54,530 | 388 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EXCHANGE TRADED CONCEPTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 9.97 | 03-31-2024 |