Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENPHASE ENERGY INC | COM | 701 | $26,462 | 158 | 0.00 | 0.00 | -2 | -1.25 | 06-30-2023 |
| CITIZENS FINL GROUP INC | COM | 702 | $26,367 | 1,011 | 0.00 | 0.00 | -568 | -35.97 | 06-30-2023 |
| MANULIFE FINL CORP | COM | 703 | $26,323 | 1,392 | 0.00 | 0.00 | 63 | 4.74 | 06-30-2023 |
| BORGWARNER INC | COM | 704 | $26,069 | 533 | 0.00 | 0.00 | 64 | 13.65 | 06-30-2023 |
