Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFLAC INC | COM | 451 | $103,745 | 1,442 | 0.00 | 0.01 | 7 | 0.49 | 12-31-2022 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 452 | $103,682 | 773 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2022 |
| ISHARES TR | S&P 500 GRWT ETF | 453 | $102,730 | 1,756 | 0.00 | 0.01 | 2 | 0.11 | 12-31-2022 |
| CMS ENERGY CORP | COM | 454 | $99,681 | 1,574 | 0.00 | 0.01 | -202 | -11.37 | 12-31-2022 |
