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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR US LCAP VA | ETF | 501 | $42,000 | 580 | 0.00 | 580 | +Inf | 12-31-2021 | |
| TORO CO | COM | 502 | $42,000 | 421 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| SCHWAB CHARLES CORP | COM | 503 | $42,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| CUSTOMERS BANCORP INC | COM | 504 | $42,000 | 635 | 0.00 | 0.00 | -92 | -12.65 | 12-31-2021 |
