Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 84 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 902 | $5,977 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 903 | $5,904 | 79 | 0.00 | 79 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | 904 | $5,755 | 77 | 0.00 | 0.00 | -455 | -85.53 | 03-31-2024 |