Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 1301 | $2,670 | 75 | 0.00 | 0.00 | 20 | 36.36 | 09-30-2023 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 1302 | $2,336 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 1303 | $2,537 | 71 | 0.00 | 71 | +Inf | 12-31-2023 | |
LEE FINANCIAL CO | COM | 1304 | $2,243 | 63 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |