Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORIENT CAPITAL PARTNERS LLC | COM | 801 | $988,000 | 5,841 | 0.07 | 0.07 | 138 | 2.42 | 09-30-2022 |
CONCORD WEALTH PARTNERS | COM | 802 | $1,342,454 | 5,833 | 0.00 | 0.00 | 5,741 | 6240.22 | 03-31-2024 |
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | 803 | $1,338,129 | 5,814 | 0.00 | 0.00 | 109 | 1.91 | 03-31-2024 |
FINANCIERE DES PROFESSIONNELS - FONDS DINVESTISSEMENT INC | COM | 804 | $1,331,820 | 5,787 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |