Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERCER CAPITAL ADVISERS INC | 10-27-2021 | 09-30-2021 | 149 | 186,868,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL MYERS SQUIBB CO | COM | 101 | $190,000 | 3,208 | 0.10 | 0.11 | -100 | -3.02 | 09-30-2021 |
| PHILLIPS 66 | COM | 102 | $188,000 | 2,691 | 0.10 | 0.13 | -250 | -8.50 | 09-30-2021 |
| VALLEY NATL BANCORP | COM | 103 | $186,000 | 13,942 | 0.10 | 0.09 | 0 | 0.00 | 09-30-2021 |
| ISHARES TR GLOB CLEAN ENE | ETF | 104 | $162,000 | 7,500 | 0.09 | 0.09 | 0 | 0.00 | 09-30-2021 |
