Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 2351 | $75,098 | 5,655 | 0.00 | 0.00 | 5,000 | 763.36 | 03-31-2024 |
BARTLETT & CO LLC | COM | 2352 | $69,000 | 5,577 | 0.00 | 0.00 | 45 | 0.81 | 12-31-2023 |
BARRETT & COMPANY INC | COM | 2353 | $65,811 | 5,399 | 0.00 | 0.00 | 12 | 0.22 | 12-31-2023 |
SALOMON & LUDWIN LLC | COM | 2354 | $70,955 | 5,354 | 0.00 | 5,354 | +Inf | 03-31-2024 |