Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QS INVESTORS LLC | COM | 351 | $4,236,000 | 36,837 | 0.05 | 0.05 | 1,849 | 5.28 | 06-30-2021 |
PELOTON WEALTH STRATEGISTS | Stock | 352 | $2,984,000 | 36,375 | 1.21 | 1.58 | 425 | 1.18 | 03-31-2024 |
PITCAIRN CO | COM | 353 | $2,957,756 | 36,057 | 0.00 | 0.00 | 4,080 | 12.76 | 03-31-2024 |
COMMONWEALTH RETIREMENT INVESTMENTS LLC | Stock | 354 | $2,942,170 | 35,867 | 0.00 | 0.00 | 1,572 | 4.58 | 03-31-2024 |