Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR PERSPECTIVE ADVISORS LLC | 02-17-2022 | 12-31-2021 | 181 | 329,453,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT INCORPORATED COM | COM | 101 | $515,000 | 801 | 0.16 | 0.20 | -297 | -27.05 | 12-31-2021 |
| ISHARES GOLD TR ISHARES NEW | ISHARES | 102 | $511,000 | 14,693 | 0.16 | 0.17 | -250 | -1.67 | 12-31-2021 |
| NETFLIX INC COM | COM | 103 | $501,000 | 831 | 0.15 | 831 | +Inf | 12-31-2021 | |
| NOVARTIS AG SPONSORED ADR | SPONSORED ADR | 104 | $498,000 | 5,693 | 0.15 | 0.16 | -109 | -1.88 | 12-31-2021 |
