Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1001 | $27,881 | 170 | 0.00 | 0.00 | -37 | -17.87 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1002 | $19,000 | 168 | 0.00 | 0.00 | -20 | -10.64 | 12-31-2021 |
ARROW FINANCIAL CORP | COMMON STOCK | 1003 | $24,446 | 160 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST PERSONAL FINANCIAL SERVICES | ORD | 1004 | $24,141 | 158 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |