Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRABELLA FINANCIAL SERVICES LLP | COM | 501 | $2,407,869 | 21,318 | 0.00 | 21,318 | +Inf | 09-30-2023 | |
PITCAIRN CO | COM | 502 | $2,406,174 | 21,303 | 0.00 | 0.00 | 2,404 | 12.72 | 09-30-2023 |
CENTERSTONE INVESTORS LLC | COM | 503 | $2,224,272 | 20,958 | 0.00 | 0.00 | 11,918 | 131.84 | 03-31-2023 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 504 | $2,341,370 | 20,729 | 0.00 | 0.00 | 1,108 | 5.65 | 09-30-2023 |