Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGEND FINANCIAL ADVISORS INC | COM | 1101 | $3,974 | 83 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WINTHROP CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 79 | +Inf | 03-31-2024 | |
ASPIRE PRIVATE CAPITAL LLC | COM | 1103 | $3,783 | 79 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | Liquidated | $0 | 0 | 0.00 | 0.00 | -23 | -22.77 | 03-31-2024 |