Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CITIGROUP INC | COM NEW | 202 | $26,155 | 1,739 | 0.00 | 0.00 | 1,218 | 233.78 | 03-31-2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM NEW | 203 | $25,448 | 1,692 | 0.00 | 0.00 | 1,686 | 28100.00 | 03-31-2024 |
IFP ADVISORS INC | mf | 204 | $20,520 | 1,500 | 0.00 | 0.00 | -18,860 | -92.63 | 12-31-2023 |