Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIDENT ADVISORY LLC | COM | 301 | $4,882,979 | 22,265 | 0.00 | 0.00 | 14,523 | 187.59 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | 302 | $4,859,250 | 22,157 | 0.00 | 0.00 | 9,873 | 80.37 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 303 | $4,847,628 | 22,104 | 0.00 | 0.00 | 11,052 | 100.00 | 03-31-2024 |
BRADLEY FOSTER & SARGENT INC/CT | com | 304 | $4,782,712 | 21,808 | 0.00 | 0.00 | 17,055 | 358.83 | 03-31-2024 |