Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAKOTA WEALTH MANAGEMENT | COM | 701 | $3,973,660 | 35,035 | 0.00 | 0.00 | 2,138 | 6.50 | 03-31-2024 |
DAI-ICHI LIFE INSURANCE COMPANY LTD | COM | 702 | $3,144,126 | 34,784 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | 703 | $3,384,215 | 34,771 | 0.00 | 0.00 | 4,986 | 16.74 | 12-31-2023 |
ATRIA INVESTMENTS INC | COM | 704 | $3,350,661 | 34,701 | 0.00 | 0.00 | 1,096 | 3.26 | 09-30-2023 |