Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY MANAGEMENT CORP | 11-14-2023 | 09-30-2023 | 157 | 440,350,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CINTAS CORP | COM | 251 | $204,429 | 425 | 0.00 | 425 | +Inf | 09-30-2023 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 252 | $178,134 | 2,632 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 253 | $166,866 | 14,046 | 0.00 | 0.00 | -92,483 | -86.81 | 09-30-2023 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 254 | $165,218 | 17,068 | 0.00 | 0.00 | -5,207 | -23.38 | 09-30-2023 |
