Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 1151 | $19,374 | 300 | 0.00 | 0.00 | 200 | 200.00 | 09-30-2023 |
HM PAYSON & CO | COM | 1152 | $19,374 | 300 | 0.00 | 0.00 | -29 | -8.81 | 09-30-2023 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1153 | $24,706 | 292 | 0.00 | 292 | +Inf | 06-30-2023 | |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1154 | $19,927 | 290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |