Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US MID-CAP EQUITIES | 551 | $128,544 | 1,234 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 552 | $109,697 | 1,207 | 0.00 | 0.00 | 16 | 1.34 | 12-31-2023 |
CONCORD WEALTH PARTNERS | CL A | Liquidated | $0 | 0 | 0.00 | 1,170 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | CL A | 554 | $115,004 | 1,104 | 0.00 | 0.00 | -2 | -0.18 | 03-31-2024 |