Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 752 | $7,390 | 137 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
UMB BANK NA | COM PAR $1 | 753 | $7,879 | 134 | 0.00 | 0.00 | 34 | 34.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 754 | $6,835 | 133 | 0.00 | 133 | +Inf | 06-30-2023 |