Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SNC | 801 | $747,000 | 19,608 | 0.00 | 0.00 | -11,886 | -37.74 | 03-31-2023 |
NEWEDGE WEALTH LLC | COM | 802 | $712,982 | 19,577 | 0.00 | 0.00 | 2,913 | 17.48 | 03-31-2024 |
STONEGATE INVESTMENT GROUP LLC | COM | 803 | $707,330 | 19,550 | 0.00 | 0.00 | 2,120 | 12.16 | 03-31-2024 |
WRAPMANAGER INC | COM | 804 | $706,270 | 19,521 | 0.00 | 0.00 | -3,294 | -14.44 | 03-31-2024 |