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
ISHARES TR U.S. TECH ETF 2401 $327 3 0.00 0.00 -50 -94.34 06-30-2023
ALBERTSONS COS INC COMMON STOCK 2402 $327 15 0.00 0.00 3 25.00 06-30-2023
AMN HEALTHCARE SVCS INC COM 2403 $327 3 0.00 3 +Inf 06-30-2023
BERRY CORP COM 2404 $323 47 0.00 0.00 0 0.00 06-30-2023
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