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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL COM | COM | 151 | $291,000 | 1,744 | 0.09 | 0.10 | -256 | -12.80 | 12-31-2021 |
| KIMBERLY CLARK CORP COM | COM | 152 | $285,000 | 1,993 | 0.09 | 0.09 | -100 | -4.78 | 12-31-2021 |
| SPDR SER TR S&P 400 MID CAP VALUE ETF | S&P 400 MDCP VAL | 153 | $282,000 | 3,964 | 0.09 | 0.09 | 0 | 0.00 | 12-31-2021 |
| WHEELS UP EXPERIENCE INC CL A | CL A | 154 | $282,000 | 60,700 | 0.09 | 0.14 | 0 | 0.00 | 12-31-2021 |
