Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANDMARK FINANCIAL ADVISORS LLC | COM | 1151 | $311,823 | 1,152 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1152 | $381,211 | 1,143 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 1,143 | +Inf | 06-30-2023 | |
FAS WEALTH PARTNERS INC | COM | 1154 | $308,576 | 1,140 | 0.00 | 0.00 | -46 | -3.88 | 12-31-2023 |