Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US MID-CAP EQUITIES | 551 | $454,588 | 7,534 | 0.00 | 0.00 | 43 | 0.57 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM | 552 | $396,462 | 7,465 | 0.00 | 0.00 | 2,165 | 40.85 | 03-31-2024 |
MEIJI YASUDA LIFE INSURANCE CO | COM | 553 | $431,000 | 7,344 | 0.01 | 0.01 | 1,660 | 29.20 | 06-30-2023 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 554 | $439,637 | 7,286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |