Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC | COM | 1401 | $10,000 | 82 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2018 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 1402 | $9,889 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| PARAMOUNT GLOBAL | CLASS A COM | 1403 | $9,805 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| EATON VANCE TAX-MANAGED BUY- | COM | 1404 | $9,663 | 787 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
