Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 551 | $15,389 | 355 | 0.00 | 0.00 | -11 | -3.01 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 552 | $14,776 | 341 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 553 | $17,201 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 554 | $13,612 | 314 | 0.00 | 0.00 | 6 | 1.95 | 03-31-2024 |