Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 751 | $498,544 | 12,899 | 0.00 | 0.00 | -34 | -0.26 | 12-31-2023 |
CWM LLC | COM | 752 | $549,000 | 12,849 | 0.00 | 0.00 | 2,984 | 30.25 | 03-31-2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 753 | $546,645 | 12,790 | 0.00 | 0.00 | -1,566 | -10.91 | 03-31-2024 |
HILLTOP HOLDINGS INC | COM | 754 | $481,223 | 12,751 | 0.00 | 12,751 | +Inf | 09-30-2023 |