Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABNER HERRMAN & BROCK LLC | 01-09-2024 | 12-31-2023 | 96 | 712,038,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF | COM | 101 | $380,000 | 4,889 | 0.05 | 0.05 | 0 | 0.00 | 12-31-2023 |
| PFIZER INC | COM | 102 | $369,000 | 12,814 | 0.05 | 0.06 | 1,225 | 10.57 | 12-31-2023 |
| BLACKROCK INC | COM | 103 | $364,000 | 449 | 0.05 | 0.04 | 0 | 0.00 | 12-31-2023 |
| ISHARES RUSSELL 1000 VALUE ETF | COM | 104 | $357,000 | 2,161 | 0.05 | 0.05 | 0 | 0.00 | 12-31-2023 |
