Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 551 | $78,167 | 1,073 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 552 | $72,850 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 553 | $73,750 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 554 | $69,498 | 954 | 0.00 | 0.00 | 325 | 51.67 | 03-31-2024 |