Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORA CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 8,176 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 652 | $1,978,906 | 8,144 | 0.00 | 0.00 | 267 | 3.39 | 03-31-2024 |
SUMMIT GLOBAL INVESTMENTS | OM | Liquidated | $0 | 0 | 0.10 | 8,085 | +Inf | 12-31-2023 | |
ADVISOR PARTNERS LLC | COM | 654 | $1,140,000 | 8,057 | 0.08 | 0.06 | 631 | 8.50 | 06-30-2022 |