Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 651 | $14,371 | 268 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | CL A | 652 | $14,161 | 264 | 0.00 | 0.00 | -70 | -20.96 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 653 | $19,000 | 245 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
SYSTM WEALTH SOLUTIONS LLC | CL A | 654 | $12,767 | 238 | 0.00 | 0.00 | -114 | -32.39 | 03-31-2024 |