Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEOPLE'S UNITED FINANCIAL INC | CL A | 1001 | $14,967,000 | 67,309 | 0.43 | 0.80 | -38,567 | -36.43 | 03-31-2022 |
GRADIENT INVESTMENTS LLC | CL A | 1002 | $32,356,353 | 66,634 | 0.00 | 0.00 | -886 | -1.31 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1003 | $23,454,684 | 66,266 | 0.00 | 0.00 | 600 | 0.91 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | CL A | 1004 | $50,484,032 | 66,005 | 0.00 | 0.00 | -1,991 | -2.93 | 03-31-2024 |