Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACG WEALTH | 11-03-2022 | 09-30-2022 | 246 | 437,355,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AON PLC | SHS CL A | 401 | $445,000 | 1,660 | 0.10 | 1,660 | +Inf | 09-30-2022 | |
| WISDOMTREE TR | INTK MLTIFACTR | 402 | $444,000 | 20,483 | 0.10 | 20,483 | +Inf | 09-30-2022 | |
| ISHARES TR | EAFE GRWTH ETF | 403 | $433,000 | 5,963 | 0.10 | 5,963 | +Inf | 09-30-2022 | |
| AFLAC INC | COM | 404 | $429,000 | 7,634 | 0.10 | 7,634 | +Inf | 09-30-2022 |
