Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 501 | $27,806 | 333 | 0.00 | 0.00 | 196 | 143.07 | 12-31-2023 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 502 | $19,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 503 | $25,170 | 273 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MITSUBISHI UFJ TRUST & BANKING CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -28 | -9.36 | 12-31-2023 |