Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 1101 | $182,024 | 1,183 | 0.00 | 1,183 | +Inf | 12-31-2023 | |
QUENT CAPITAL LLC | Stock | 1102 | $204,466 | 1,154 | 0.00 | 0.00 | 20 | 1.76 | 03-31-2024 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1103 | $202,703 | 1,144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GSB WEALTH MANAGEMENT LLC | COM | 1104 | $202,477 | 1,143 | 0.00 | 1,143 | +Inf | 03-31-2024 |