Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1051 | $5,251 | 69 | 0.00 | 0.00 | -30 | -30.30 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 1052 | $5,575 | 66 | 0.00 | 66 | +Inf | 03-31-2024 | |
FORMULAFOLIO INVESTMENTS LLC | COM | 1053 | $6,000 | 64 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FINTRUST CAPITAL ADVISORS LLC | COM NEW | 1054 | $4,645 | 61 | 0.00 | 0.00 | -135 | -68.88 | 03-31-2024 |