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 |
|---|---|---|---|---|---|---|---|---|---|
| CHECK POINT SOFTWARE TECH | LT ORD | 401 | $70,000 | 600 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
| ISHARES TR 3 7 YR TREAS BD | ETF | 402 | $70,000 | 545 | 0.01 | 545 | +Inf | 12-31-2021 | |
| SUNNOVA ENERGY INTL INC. | COM | 403 | $70,000 | 2,500 | 0.01 | 2,500 | +Inf | 12-31-2021 | |
| HEALTHPEAK PPTYS INC | COM | 404 | $69,000 | 1,900 | 0.01 | 1,900 | +Inf | 12-31-2021 |
