Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 901 | $2,698 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 902 | $2,605 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 903 | $3,255 | 52 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 904 | $2,185 | 47 | 0.00 | 0.00 | 4 | 9.30 | 03-31-2024 |