Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LENOX WEALTH ADVISORS LLC 04-14-2022 03-31-2022 793 797,791,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CERNER CORP TENDER OFFER EXP: 04/13/22 COM 751 $4,000 46 0.00 0.00 -18 -28.12 03-31-2022
CATHAY BANK COM 752 $4,000 98 0.00 0.00 0 0.00 03-31-2022
BIOMARIN PHARMACEUTL COM 753 $4,000 49 0.00 0.00 -7 -12.50 03-31-2022
BEYOND MEAT INC COM 754 $4,000 90 0.00 90 +Inf 03-31-2022
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