Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NACHMAN NORWOOD & PARROTT INC | 08-13-2021 | 06-30-2021 | 372 | 983,935,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | 151 | $785,000 | 4,557 | 0.08 | 0.08 | 19 | 0.42 | 06-30-2021 |
| EVERSOURCE ENERGY | COM | 152 | $771,000 | 9,610 | 0.08 | 0.09 | -40 | -0.41 | 06-30-2021 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 153 | $750,000 | 4,072 | 0.08 | 0.07 | 0 | 0.00 | 06-30-2021 |
| SPDR SER TR | NUVEEN BLMBRG SR | 154 | $750,000 | 15,124 | 0.08 | 0.08 | 0 | 0.00 | 06-30-2021 |
