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 EAFE SML CP ETF | ETF | 351 | $96,000 | 1,314 | 0.01 | 0.01 | 4 | 0.31 | 12-31-2021 |
| PALO ALTO NETWORKS INC | COM | 352 | $95,000 | 170 | 0.01 | 170 | +Inf | 12-31-2021 | |
| CROWDSTRIKE HLDGS INC | CL A | 353 | $95,000 | 800 | 0.01 | 800 | +Inf | 12-31-2021 | |
| PNC FINL SVCS GROUP INC | COM | 354 | $93,000 | 463 | 0.01 | 463 | +Inf | 12-31-2021 |
