Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRONTIER WEALTH MANAGEMENT LLC | 08-12-2022 | 06-30-2022 | 399 | 8,024,479,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 151 | $1,616,000 | 40,167 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
| SPDR SER TR | PORTFOLIO S&P500 | 152 | $1,614,000 | 31,317 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
| B & G FOODS INC NEW | COM | 153 | $1,614,000 | 59,427 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
| INTERNATIONAL BUSINESS MACHS | COM | 154 | $1,579,000 | 12,537 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
