Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | 01-20-2023 | 12-31-2022 | 110 | 337,109,041 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SIRIUS XM HOLDINGS INC | COM | 151 | $88,534 | 15,160 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2022 |
| DANIMER SCIENTIFIC INC | COM CL A | 152 | $37,770 | 21,100 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2022 |
