Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOEL ISAACSON & CO LLC | 04-22-2023 | 03-31-2023 | 327 | 1,391,505,041 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 151 | $779,275 | 7,885 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| IDEXX LABS INC | COM | 152 | $776,124 | 1,552 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ISHARES TR | US REGNL BKS ETF | 153 | $758,104 | 21,182 | 0.00 | 0.00 | 5,357 | 33.85 | 03-31-2023 |
| AFLAC INC | COM | 154 | $731,657 | 11,340 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
