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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 301 | $136,000 | 1,792 | 0.01 | 1,792 | +Inf | 12-31-2021 | |
| FIDELITY COVINGTON TR | MSCI INFO TECH I | 302 | $135,000 | 999 | 0.01 | 999 | +Inf | 12-31-2021 | |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 303 | $134,000 | 3,750 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
| CISCO SYSTEMS INC | COM | 304 | $133,000 | 2,091 | 0.01 | 0.01 | -384 | -15.52 | 12-31-2021 |
