Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 601 | $64,696 | 513 | 0.00 | 0.00 | 501 | 4175.00 | 06-30-2024 |
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 602 | $69,375 | 510 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | COM | 603 | $65,882 | 510 | 0.00 | 510 | +Inf | 06-30-2024 | |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 604 | $46,605 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |