Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 751 | $39,737 | 142 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 752 | $39,442 | 1,029 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| PAR TECHNOLOGY CORP | COM | 753 | $39,105 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 754 | $39,049 | 1,362 | 0.00 | 1,362 | +Inf | 12-31-2022 |
