Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NACHMAN NORWOOD & PARROTT INC | 08-13-2021 | 06-30-2021 | 372 | 983,935,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $3,659,000 | 93,435 | 0.37 | 0.38 | -1,684 | -1.77 | 06-30-2021 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 52 | $3,549,000 | 34,871 | 0.36 | 0.31 | 4,424 | 14.53 | 06-30-2021 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 53 | $3,544,000 | 12,228 | 0.36 | 0.39 | -774 | -5.95 | 06-30-2021 |
| SPDR SER TR | S&P DIVID ETF | 54 | $3,535,000 | 28,911 | 0.36 | 0.37 | 614 | 2.17 | 06-30-2021 |
