Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERPOINT ADVISORS LLC | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WHITTIER TRUST CO OF NEVADA INC | NON-US EQUITY (DEVELOPED) | 802 | $1,481 | 105 | 0.00 | 105 | +Inf | 03-31-2024 | |
CORSICANA & CO | SPONSORED ADS | 803 | $1,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
CENTER FOR FINANCIAL PLANNING INC | SPONSORED ADS | 804 | $1,411 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |