Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | 1151 | $290,414 | 1,517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BTR CAPITAL MANAGEMENT INC | COM | 1152 | $207,000 | 1,516 | 0.03 | 1,516 | +Inf | 09-30-2022 | |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1153 | $290,030 | 1,515 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 1154 | $289,642 | 1,512 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |