Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1701 | $828,092 | 9,502 | 0.00 | 0.00 | 319 | 3.47 | 03-31-2024 |
ALTFEST L J & CO INC | SHS | 1702 | $822,000 | 9,434 | 0.12 | 0.11 | 133 | 1.43 | 03-31-2024 |
ATOMI FINANCIAL GROUP INC | SHS | 1703 | $775,692 | 9,416 | 0.00 | 0.00 | 3,777 | 66.98 | 12-31-2023 |
MERIT FINANCIAL GROUP LLC | SHS | 1704 | $775,432 | 9,413 | 0.00 | 0.00 | 194 | 2.10 | 12-31-2023 |