Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFIED TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 14,252 | +Inf | 03-31-2024 | |
JOURNEY STRATEGIC WEALTH LLC | COM | 352 | $90,365 | 14,010 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GREENLEAF TRUST | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -22,222 | -61.35 | 12-31-2023 |
VANDERBILT UNIVERSITY | COM | 354 | $361,948 | 13,778 | 0.00 | 13,778 | +Inf | 09-30-2021 |