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
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 1751 $1,757 30 0.00 0.00 0 0.00 06-30-2023
SHUTTERSTOCK INC COM 1752 $1,752 36 0.00 0.00 0 0.00 06-30-2023
ICF INTL INC COM 1753 $1,741 14 0.00 0.00 0 0.00 06-30-2023
ASANA INC CL A 1754 $1,741 79 0.00 0.00 -5 -5.95 06-30-2023
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