Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM | 751 | $16,875 | 150 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 752 | $18,841 | 143 | 0.00 | 0.00 | -3 | -2.05 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 753 | $18,757 | 136 | 0.00 | 0.00 | -17 | -11.11 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 754 | $16,075 | 122 | 0.00 | 0.00 | 1 | 0.83 | 12-31-2023 |