Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT GROUP LLC | COM | 1501 | $4,577 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1502 | $4,438 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HALPERN FINANCIAL INC | Stock | 1503 | $2,385 | 32 | 0.00 | 32 | +Inf | 06-30-2022 | |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 1504 | $4,438 | 32 | 0.00 | 32 | +Inf | 03-31-2024 |