Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 251 | $23,000 | 241 | 0.01 | 0.01 | -15 | -5.86 | 09-30-2022 |
| WISDOMTREE TR | YIELD ENHANCD US | 252 | $22,000 | 520 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
| AT&T INC | COM | 253 | $22,000 | 1,439 | 0.01 | 0.01 | -311 | -17.77 | 09-30-2022 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 254 | $21,000 | 405 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
