Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 501 | $102,510 | 982 | 0.00 | 0.00 | 972 | 9720.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 502 | $92,000 | 885 | 0.06 | 0.06 | -155 | -14.90 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 503 | $80,901 | 775 | 0.00 | 0.00 | 98 | 14.48 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 504 | $80,902 | 775 | 0.00 | 0.00 | -25 | -3.12 | 03-31-2024 |