Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KORE PRIVATE WEALTH LLC | 05-13-2022 | 03-31-2022 | 319 | 796,436,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 151 | $926,000 | 6,219 | 0.12 | 0.09 | 267 | 4.49 | 03-31-2022 |
| BROADCOM INC | COM | 152 | $905,000 | 1,437 | 0.11 | 0.13 | -1,144 | -44.32 | 03-31-2022 |
| CISCO SYS INC | COM | 153 | $901,000 | 16,167 | 0.11 | 0.09 | -215 | -1.31 | 03-31-2022 |
| AT&T INC | COM | 154 | $879,000 | 37,199 | 0.11 | 0.11 | -30 | -0.08 | 03-31-2022 |
