Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SULLIVAN BRUYETTE SPEROS & BLANEY LLC | 05-10-2021 | 03-31-2021 | 416 | 2,266,623,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 251 | $274,000 | 4,208 | 0.01 | 4,208 | +Inf | 03-31-2021 | |
| ISHARES TR | CORE S&P US VLU | 252 | $269,000 | 3,899 | 0.01 | 3,899 | +Inf | 03-31-2021 | |
| AXOS FINANCIAL INC | COM | 253 | $269,000 | 5,712 | 0.01 | 5,712 | +Inf | 03-31-2021 | |
| ISHARES TR | MRGSTR MD CP VAL | 254 | $268,000 | 1,454 | 0.01 | 1,454 | +Inf | 03-31-2021 |
