Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 1001 | $39,000 | 661 | 0.01 | 0.01 | 227 | 52.30 | 09-30-2021 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 1002 | $69,776 | 655 | 0.00 | 0.00 | 158 | 31.79 | 03-31-2024 |
ORG PARTNERS LLC | LW | Liquidated | $0 | 0 | 0.00 | 645 | +Inf | 03-31-2024 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1004 | $66,475 | 624 | 0.00 | 0.00 | 603 | 2871.43 | 03-31-2024 |