Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEXIQ ADVISORS LLC | COM NEW | 1301 | $147,000 | 1,059 | 0.01 | 0.00 | 56 | 5.58 | 03-31-2022 |
BURLESON & COMPANY LLC | COM NEW | 1302 | $168,000 | 1,010 | 0.04 | 0.03 | 2 | 0.20 | 09-30-2022 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1303 | $162,729 | 1,009 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM NEW | 1304 | $171,641 | 1,005 | 0.00 | 0.00 | 131 | 14.99 | 12-31-2023 |