Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 501 | $10,327 | 157 | 0.00 | 0.00 | -38 | -19.49 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 502 | $10,498 | 155 | 0.00 | 155 | +Inf | 12-31-2023 | |
UMB BANK NA | COM | 503 | $8,551 | 130 | 0.00 | 0.00 | 30 | 30.00 | 03-31-2024 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 504 | $8,287 | 126 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |