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
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 201 $416,000 1,697 0.04 0.04 0 0.00 06-30-2021
BECTON DICKINSON & CO COM 202 $415,000 1,706 0.04 0.05 -105 -5.80 06-30-2021
ALPS ETF TR ALERIAN MLP 203 $409,000 11,222 0.04 0.04 118 1.06 06-30-2021
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 204 $408,000 7,914 0.04 0.03 1,784 29.10 06-30-2021
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