Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EP WEALTH ADVISORS LLC | COM | 901 | $538,046 | 8,566 | 0.00 | 0.00 | 80 | 0.94 | 03-31-2024 |
BENEDETTI & GUCER INC | COM | 902 | $612,642 | 8,483 | 0.00 | 8,483 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 903 | $530,554 | 8,447 | 0.00 | 0.00 | -56 | -0.66 | 03-31-2024 |
PRUDENT MAN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -478 | -5.36 | 03-31-2024 |