Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK HAWAII CORP | COM | 1501 | $3,010 | 73 | 0.00 | 0.00 | 52 | 247.62 | 06-30-2023 |
| AMERICOLD REALTY TRUST INC | COM | 1502 | $3,004 | 93 | 0.00 | 0.00 | 34 | 57.63 | 06-30-2023 |
| VARONIS SYS INC | COM | 1503 | $2,985 | 112 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EPR PPTYS | COM SH BEN INT | 1504 | $2,948 | 63 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
