Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | COM | 351 | $82,000 | 149 | 0.03 | 0.01 | -51 | -25.50 | 03-31-2024 |
US BANCORP \DE\ | COM | 352 | $76,713 | 144 | 0.00 | 0.00 | -14 | -8.86 | 12-31-2023 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 353 | $76,112 | 138 | 0.00 | 138 | +Inf | 03-31-2024 | |
CWM LLC | COM | 354 | $73,000 | 133 | 0.00 | 0.00 | 114 | 600.00 | 03-31-2024 |