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
SUN CTRY AIRLS HLDGS INC COM 2451 $270 12 0.00 0.00 0 0.00 06-30-2023
ALLAKOS INC COM 2452 $270 62 0.00 0.00 0 0.00 06-30-2023
MICROVISION INC DEL COM NEW 2453 $270 59 0.00 59 +Inf 06-30-2023
CLEARWAY ENERGY INC CL A 2454 $270 10 0.00 0.00 0 0.00 06-30-2023
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