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
RPM INTL INC COM 251 $145,273 1,619 0.00 0.00 -8 -0.49 06-30-2023
AUTOMATIC DATA PROCESSING IN COM 252 $142,204 647 0.00 0.00 -48 -6.91 06-30-2023
EATON CORP PLC SHS 253 $141,977 706 0.00 0.00 -151 -17.62 06-30-2023
CHUBB LIMITED COM 254 $141,917 737 0.00 0.00 65 9.67 06-30-2023
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