Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JACKSON GRANT INVESTMENT ADVISERS INC | 01-31-2024 | 12-31-2023 | 394 | 225,686,953 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EPAM SYS INC | COM | 501 | $2,081 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PIONEER NAT RES CO | COM | 502 | $2,024 | 9 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RAYMOND JAMES FINL INC | COM | 503 | $2,007 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANALOG DEVICES INC | COM | 504 | $1,986 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
