Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 1201 | $177,000 | 940 | 0.01 | 0.01 | -50 | -5.05 | 12-31-2021 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1202 | $90,681 | 926 | 0.00 | 0.00 | -29 | -3.04 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 1203 | $88,994 | 907 | 0.00 | 0.00 | 5 | 0.55 | 12-31-2023 |
ENGINE CAPITAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.02 | 7.06 | -296,291 | -99.70 | 03-31-2024 |