Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | 02-12-2024 | 12-31-2023 | 1516 | 1,884,349,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALKER & DUNLOP INC | COM | 1951 | $1,797 | 16 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WESTROCK CO | COM | 1952 | $1,786 | 43 | 0.00 | 43 | +Inf | 12-31-2023 | |
| JOHN MARSHALL BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FOX FACTORY HLDG CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
