Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REGENERON PHARMACEUTICALS | COM | 201 | $50,000 | 73 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
| ALTRIA GROUP INC | COM | 202 | $49,000 | 1,222 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 203 | $48,000 | 786 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
| VANGUARD INDEX FDS | SMALL CP ETF | 204 | $47,000 | 275 | 0.01 | 0.01 | 7 | 2.61 | 09-30-2022 |
