Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGS POINT CAPITAL MANAGEMENT | 02-11-2022 | 12-31-2021 | 635 | 1,222,975,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR DOW JONES SELE | DJ SEL DIV INX | 201 | $332,000 | 2,711 | 0.03 | 0.03 | -125 | -4.41 | 12-31-2021 |
| STARBUCKS CORP | COM | 202 | $332,000 | 2,837 | 0.03 | 0.03 | 186 | 7.02 | 12-31-2021 |
| SOUTHERN CO COM | COM | 203 | $332,000 | 4,847 | 0.03 | 0.02 | 387 | 8.68 | 12-31-2021 |
| BLACKROCK INC | COM | 204 | $327,000 | 357 | 0.03 | 0.03 | 11 | 3.18 | 12-31-2021 |
