Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 151 | $215,803 | 2,864 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 152 | $206,410 | 1,313 | 0.00 | 0.00 | 220 | 20.13 | 12-31-2023 |
| ALLSTATE CORP | COM | 153 | $206,051 | 1,472 | 0.00 | 0.00 | -80 | -5.15 | 12-31-2023 |
| ARM HOLDINGS PLC | SPONSORED ADR | 154 | $205,898 | 2,740 | 0.00 | 0.00 | 20 | 0.74 | 12-31-2023 |
