Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1401 | $44,904 | 851 | 0.00 | 0.00 | 170 | 24.96 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 1402 | $37,000 | 846 | 0.02 | 846 | +Inf | 12-31-2023 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 1403 | $37,227 | 833 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SPOTLIGHT ASSET GROUP INC | Stock | 1404 | $35,845 | 813 | 0.00 | 813 | +Inf | 12-31-2023 |