Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 351 | $15,682 | 708 | 0.00 | 708 | +Inf | 03-31-2024 | |
CWM LLC | COM | 352 | $13,000 | 565 | 0.00 | 0.00 | -486 | -46.24 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 353 | $15,489 | 563 | 0.00 | 563 | +Inf | 12-31-2023 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 354 | $11,000 | 501 | 0.00 | 501 | +Inf | 03-31-2024 |