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
PLANET FITNESS INC CL A 2351 $405 6 0.00 0.00 0 0.00 06-30-2023
INSTRUCTURE HLDGS INC COM 2352 $403 16 0.00 16 +Inf 06-30-2023
ARCBEST CORP COM 2353 $395 4 0.00 4 +Inf 06-30-2023
UPSTART HLDGS INC COM 2354 $394 11 0.00 11 +Inf 06-30-2023
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