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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 51 | $4,143,000 | 25,294 | 0.95 | 25,294 | +Inf | 09-30-2022 | |
| UNITED RENTALS INC | COM | 52 | $4,046,000 | 14,980 | 0.93 | 14,980 | +Inf | 09-30-2022 | |
| FEDEX CORP | COM | 53 | $3,895,000 | 26,233 | 0.89 | 26,233 | +Inf | 09-30-2022 | |
| WISDOMTREE TR | US MIDCAP FUND | 54 | $3,812,000 | 86,665 | 0.87 | 86,665 | +Inf | 09-30-2022 |
