Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUADRANT PRIVATE WEALTH MANAGEMENT LLC | COM | 1501 | $1,450,690 | 3,189 | 0.00 | 0.00 | 26 | 0.82 | 03-31-2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD | Common Stock | 1502 | $1,450,000 | 3,187 | 0.02 | 0.03 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1503 | $1,448,259 | 3,184 | 0.00 | 0.00 | 7 | 0.22 | 03-31-2024 |
PROFICIO CAPITAL PARTNERS LLC | COM | 1504 | $1,443,136 | 3,173 | 0.00 | 0.00 | 121 | 3.96 | 03-31-2024 |