Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HYMAN CHARLES D | 11-01-2023 | 09-30-2023 | 231 | 1,537,703,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | COM | 51 | $6,128,000 | 66,195 | 0.00 | 0.00 | -879 | -1.31 | 09-30-2023 |
| ELEVANCE HEALTH INC | COM | 52 | $6,042,000 | 13,877 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $5,833,000 | 44,241 | 0.00 | 0.00 | -115 | -0.26 | 09-30-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 54 | $5,485,000 | 13,968 | 0.00 | 0.00 | 81 | 0.58 | 09-30-2023 |
