Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SULLIVAN BRUYETTE SPEROS & BLANEY LLC | 05-10-2021 | 03-31-2021 | 416 | 2,266,623,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 51 | $2,912,000 | 11,981 | 0.13 | 11,981 | +Inf | 03-31-2021 | |
| ABBOTT LABS | COM | 52 | $2,781,000 | 23,205 | 0.12 | 23,205 | +Inf | 03-31-2021 | |
| BROADSTONE NET LEASE INC | COM | 53 | $2,768,000 | 151,236 | 0.12 | 151,236 | +Inf | 03-31-2021 | |
| PAR TECHNOLOGY CORP | COM | 54 | $2,746,000 | 41,986 | 0.12 | 41,986 | +Inf | 03-31-2021 |
