Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST WESTERN TRUST BANK | Common Stock | 1351 | $303,615 | 7,791 | 0.00 | 7,791 | +Inf | 03-31-2024 | |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1352 | $303,417 | 7,786 | 0.00 | 0.00 | 4,567 | 141.88 | 03-31-2024 |
EUDAIMONIA PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -36 | -0.46 | 12-31-2023 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 1354 | $301,862 | 7,746 | 0.00 | 0.00 | 508 | 7.02 | 03-31-2024 |