Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11-12-2021 | 09-30-2021 | 913 | 1,493,872,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 501 | $464,000 | 9,200 | 0.03 | 0.03 | -126 | -1.35 | 09-30-2021 |
| WP CAREY INC | COM | 502 | $463,000 | 6,333 | 0.03 | 0.04 | -2,044 | -24.40 | 09-30-2021 |
| NUVEEN AMT FREE MUN CR INC F | COM | 503 | $461,000 | 26,887 | 0.03 | 0.03 | 31 | 0.12 | 09-30-2021 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 504 | $460,000 | 892 | 0.03 | 0.03 | 29 | 3.36 | 09-30-2021 |
