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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT INC | COM | 801 | $3,000 | 7 | 0.00 | 0.00 | -3 | -30.00 | 03-31-2022 |
| IPG PHOTONICS CORP | COM | 802 | $3,000 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| HENRY JACK & ASSOC | COM | 803 | $3,000 | 17 | 0.00 | 0.00 | 7 | 70.00 | 03-31-2022 |
| HARTFORD FINL SVC GP | COM | 804 | $3,000 | 34 | 0.00 | 0.00 | 12 | 54.55 | 03-31-2022 |
