Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 351 | $4,805 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 214 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 353 | $4,368 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |