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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 1551 | $2,714 | 68 | 0.00 | 0.00 | -7 | -9.33 | 06-30-2023 |
| ENERSYS | COM | 1552 | $2,713 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SITIO ROYALTIES CORP | CLASS A COM | 1553 | $2,706 | 103 | 0.00 | 0.00 | 52 | 101.96 | 06-30-2023 |
| ALBANY INTL CORP | CL A | 1554 | $2,705 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
