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 |
|---|---|---|---|---|---|---|---|---|---|
| MOTOROLA SOLUTIONS INC | COM NEW | 351 | $147,000 | 783 | 0.01 | 783 | +Inf | 03-31-2021 | |
| DIAGEO PLC | SPON ADR NEW | 352 | $145,000 | 882 | 0.01 | 882 | +Inf | 03-31-2021 | |
| ISHARES TR | CORE DIV GRWTH | 353 | $145,000 | 3,000 | 0.01 | 3,000 | +Inf | 03-31-2021 | |
| LPL FINL HLDGS INC | COM | 354 | $145,000 | 1,017 | 0.01 | 1,017 | +Inf | 03-31-2021 |
