Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLEASON GROUP INC | COM | 551 | $4,889 | 435 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PALADIN ADVISORY GROUP LLC | COM CL A | 552 | $4,903 | 418 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 553 | $4,619 | 411 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 401 | +Inf | 12-31-2023 |