Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC | COM | 951 | $5,571,365 | 30,868 | 0.00 | 0.00 | 310 | 1.01 | 03-31-2024 |
PENDAL GROUP LTD | COM | 952 | $1,995,758 | 30,813 | 0.00 | 0.02 | 3,892 | 14.46 | 12-31-2022 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 953 | $5,557,156 | 30,789 | 0.00 | 0.00 | 417 | 1.37 | 03-31-2024 |
VESTCOR INC | COM | 954 | $5,549,000 | 30,743 | 0.19 | 0.17 | -3,211 | -9.46 | 03-31-2024 |