Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 451 | $2,000 | 277 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
WHITTIER TRUST CO | NON-US EQUITY (DEVELOPED) | 452 | $697 | 254 | 0.00 | 0.00 | -95 | -27.22 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | FOREIGN | 453 | $690 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
PFS PARTNERS LLC | COM | 454 | $657 | 238 | 0.00 | 238 | +Inf | 03-31-2024 |