Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 901 | $1,165,171 | 15,191 | 0.00 | 0.00 | 203 | 1.35 | 06-30-2023 |
CALLAHAN ADVISORS LLC | COM | 902 | $1,297,010 | 15,177 | 0.00 | 0.22 | -4,638 | -23.41 | 03-31-2023 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 903 | $1,060,657 | 15,159 | 0.00 | 0.00 | -891 | -5.55 | 03-31-2024 |
WULFF HANSEN & CO | COM | 904 | $1,060,046 | 15,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |