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
NASDAQ INC COM 751 $22,831 458 0.00 0.00 -3 -0.65 06-30-2023
GENERAC HLDGS INC COM 752 $22,817 153 0.00 0.00 -2 -1.29 06-30-2023
ALLIANT ENERGY CORP COM 753 $22,619 431 0.00 0.00 0 0.00 06-30-2023
BANCO SANTANDER S.A. ADR 754 $22,512 6,068 0.00 0.00 -83 -1.35 06-30-2023
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