Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 12-31-2022 | 12-31-2022 | 262 | 538,325,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 101 | $2,800,596 | 40,169 | 0.00 | 0.54 | -8 | -0.02 | 03-31-2023 |
| CISCO SYS INC | COM | 102 | $3,452,547 | 66,046 | 0.00 | 0.41 | 21,771 | 49.17 | 03-31-2023 |
| KIMBERLY-CLARK CORP | COM | 103 | $3,421,268 | 25,490 | 0.00 | 0.85 | -3,523 | -12.14 | 03-31-2023 |
| VIATRIS INC | COM | 104 | $1,952,398 | 202,952 | 0.00 | 0.52 | -27,757 | -12.03 | 03-31-2023 |
