Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | 02-11-2022 | 12-31-2021 | 635 | 1,222,975,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SSGA ACTIVE ETF TR | BLKSTN GSOSRLN | 51 | $8,063,000 | 176,708 | 0.66 | 0.68 | 10,490 | 6.31 | 12-31-2021 |
WILLIAMS SONOMA INC | COM | 52 | $7,589,000 | 44,872 | 0.62 | 44,872 | +Inf | 12-31-2021 | |
PROCTER & GAMBLE CO COM | COM | 53 | $7,576,000 | 46,315 | 0.62 | 0.55 | 1,957 | 4.41 | 12-31-2021 |
HANNON ARMSTRONG SUST INFR C | COM | 54 | $7,488,000 | 140,973 | 0.61 | 140,973 | +Inf | 12-31-2021 |