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
NORFOLK SOUTHN CORP COM 351 $87,076 384 0.00 0.00 -15 -3.76 06-30-2023
COGNIZANT TECHNOLOGY SOLUTIO CL A 352 $87,018 1,333 0.00 0.00 160 13.64 06-30-2023
CAMPBELL SOUP CO COM 353 $86,163 1,885 0.00 0.00 -44 -2.28 06-30-2023
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 354 $85,881 3,487 0.00 0.00 -687 -16.46 06-30-2023
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