Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROFESSIONAL PLANNING | 11-15-2021 | 09-30-2021 | 124 | 209,397,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES IN | COM | 51 | $888,000 | 8,633 | 0.42 | 0.36 | 381 | 4.62 | 09-30-2021 |
| JP MORG ULT-SHRT INCM ETF | ULTRA SHRT INC | 52 | $887,000 | 17,502 | 0.42 | 0.32 | 3,930 | 28.96 | 09-30-2021 |
| ISHARES S&P N/AM SFTW IND | EXPANDED TECH | 53 | $877,000 | 2,198 | 0.42 | 0.38 | 101 | 4.82 | 09-30-2021 |
| WASTE MANAGEMENT INC | COM | 54 | $835,000 | 5,593 | 0.40 | 0.36 | -53 | -0.94 | 09-30-2021 |
