Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 701 | $12,540 | 247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 227 | +Inf | 12-31-2023 | |
MEEDER ASSET MANAGEMENT INC | COM | 703 | $11,220 | 221 | 0.00 | 221 | +Inf | 03-31-2024 | |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |