Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 1601 | $156,938 | 1,025 | 0.00 | 0.00 | -50 | -4.65 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1602 | $153,110 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
MECHANICS FINANCIAL CORP | COM | 1603 | $153,110 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BURLESON & COMPANY LLC | COM | 1604 | $127,000 | 986 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |