Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 951 | $357,040 | 2,938 | 0.00 | 0.00 | 44 | 1.52 | 03-31-2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | Common Stock | 952 | $377,006 | 2,918 | 0.00 | 2,918 | +Inf | 03-31-2023 | |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 953 | $383,135 | 2,903 | 0.00 | 0.00 | 80 | 2.83 | 03-31-2024 |
BOSTON FAMILY OFFICE LLC | COM | 954 | $349,000 | 2,865 | 0.03 | 0.03 | 124 | 4.52 | 12-31-2023 |