Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 701 | $6,000 | 96 | 0.00 | 0.00 | -28,673 | -99.67 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 702 | $6,589 | 88 | 0.00 | 0.00 | -1,302 | -93.67 | 12-31-2023 |
FOURTHOUGHT FINANCIAL LLC | Stock | 703 | $8,000 | 75 | 0.00 | 75 | +Inf | 09-30-2022 | |
BURKETT FINANCIAL SERVICES LLC | Equity | 704 | $4,688 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |