Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1301 | $13,899 | 189 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTRAL TRUST CO | COM | 1302 | $13,607 | 185 | 0.00 | 0.00 | -330 | -64.08 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 1303 | $14,618 | 175 | 0.00 | 0.00 | -26 | -12.94 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1304 | $12,578 | 171 | 0.00 | 0.00 | 141 | 470.00 | 03-31-2024 |