Ticker: INFO CUSIP: 41151J745 Class: PANAGORA DYNAMIC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fragasso Group Inc. | 158,812 | $3,892 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Archford Capital Strategies, LLC | 662,939 | 688,400 | +25,461 (+3.8%) |
| TRUIST FINANCIAL CORP | 33,116 | 93,889 | +60,773 (+183.5%) |
| LPL Financial LLC | 11,081 | 12,692 | +1,611 (+14.5%) |