Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 2.63 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 1102 | $8,483 | 38 | 0.00 | 0.00 | 16 | 72.73 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 1103 | $8,518 | 38 | 0.00 | 38 | +Inf | 03-31-2024 | |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1104 | $8,484 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |