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
RLX TECHNOLOGY INC SPONSORED ADS 2101 $835 472 0.00 0.00 -193 -29.02 06-30-2023
HEALTHSTREAM INC COM 2102 $835 34 0.00 0.00 0 0.00 06-30-2023
ISHARES TR CYBERSECURITY 2103 $832 22 0.00 0.00 0 0.00 06-30-2023
908 DEVICES INC COM 2104 $823 120 0.00 0.00 0 0.00 06-30-2023
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