Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1001 | $31,329 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HALL LAURIE J TRUSTEE | COM | 1002 | $31,000 | 160 | 0.01 | 0.01 | -50 | -23.81 | 03-31-2024 |
AMERICAN RESEARCH & MANAGEMENT CO | com | 1003 | $18,000 | 156 | 0.00 | 0.01 | 0 | 0.00 | 09-30-2022 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1004 | $28,467 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |