Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 501 | $27,234 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DT INVESTMENT PARTNERS LLC | COM | 502 | $27,234 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 503 | $25,599 | 188 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 504 | $24,103 | 177 | 0.00 | 177 | +Inf | 03-31-2024 |