Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUMBERLAND PARTNERS LTD | CL A | 251 | $5,500,444 | 37,055 | 0.00 | 0.00 | -3,425 | -8.46 | 03-31-2024 |
PRINCIPAL FINANCIAL GROUP INC | CL A | 252 | $5,470,608 | 36,854 | 0.00 | 0.00 | -453 | -1.21 | 03-31-2024 |
CERITY PARTNERS LLC | Stock | 253 | $5,454,834 | 36,748 | 0.00 | 0.00 | 27,803 | 310.82 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | CL A | 254 | $5,423,990 | 36,540 | 0.00 | 0.00 | 3,136 | 9.39 | 03-31-2024 |