Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY WEALTH PARTNERS INC | 08-16-2021 | 06-30-2021 | 90 | 179,961,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REGENERON PHARMACEUTICALS | COM | 51 | $1,070,000 | 1,916 | 0.59 | 1,916 | +Inf | 06-30-2021 | |
| DANAHER CORPORATION | COM | 52 | $1,044,000 | 3,890 | 0.58 | 3,890 | +Inf | 06-30-2021 | |
| SUNRUN INC | COM | 53 | $1,038,000 | 18,611 | 0.58 | 18,611 | +Inf | 06-30-2021 | |
| WISDOMTREE TR | INTL SMCAP DIV | 54 | $1,027,000 | 13,753 | 0.57 | 0.57 | 220 | 1.63 | 06-30-2021 |
