Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -41 | -51.25 | 12-31-2023 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 752 | $479 | 38 | 0.00 | 0.00 | -200 | -84.03 | 03-31-2024 |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 753 | $480 | 38 | 0.00 | 38 | +Inf | 03-31-2024 | |
TIMESCALE FINANCIAL INC | COM | 754 | $958 | 38 | 0.00 | 38 | +Inf | 06-30-2023 |