Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NACHMAN NORWOOD & PARROTT INC | 08-13-2021 | 06-30-2021 | 372 | 983,935,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 101 | $1,409,000 | 3,282 | 0.14 | 0.14 | 2 | 0.06 | 06-30-2021 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 102 | $1,404,000 | 18,573 | 0.14 | 0.10 | 5,533 | 42.43 | 06-30-2021 |
| CISCO SYS INC | COM | 103 | $1,396,000 | 26,331 | 0.14 | 0.15 | -562 | -2.09 | 06-30-2021 |
| AFLAC INC | COM | 104 | $1,391,000 | 25,924 | 0.14 | 0.15 | 59 | 0.23 | 06-30-2021 |
