Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTERN FINANCIAL CORPORATION | 01-19-2022 | 12-31-2021 | 86 | 190,578,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYNOVUS FINL CORP | COM NEW | 51 | $863,000 | 18,026 | 0.45 | 0.42 | 1,701 | 10.42 | 12-31-2021 |
| SPDR SER TR | PORTFOLIO S&P500 | 52 | $856,000 | 15,339 | 0.45 | 0.40 | 1,832 | 13.56 | 12-31-2021 |
| PACIFIC PREMIER BANCORP | COM | 53 | $847,000 | 21,158 | 0.44 | 0.52 | 50 | 0.24 | 12-31-2021 |
| FIFTH THIRD BANCORP | COM | 54 | $839,000 | 19,265 | 0.44 | 0.44 | 1,729 | 9.86 | 12-31-2021 |
