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
NEWELL BRANDS INC COM 451 $59,395 6,827 0.00 0.00 392 6.09 06-30-2023
GAMING & LEISURE PPTYS INC COM 452 $59,315 1,224 0.00 0.00 0 0.00 06-30-2023
AMERIPRISE FINL INC COM 453 $59,124 178 0.00 0.00 1 0.56 06-30-2023
PIONEER NAT RES CO COM 454 $58,839 284 0.00 0.00 60 26.79 06-30-2023
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