Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEGHENY FINANCIAL GROUP LTD | 02-08-2024 | 12-31-2023 | 209 | 311,393,755 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 201 | $231,142 | 6,667 | 0.00 | 6,667 | +Inf | 12-31-2023 | |
| WALMART INC | COM | 202 | $228,851 | 1,452 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CROWN CASTLE INC | COM | 203 | $227,873 | 1,978 | 0.00 | 1,978 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US TOTAL DIVIDND | 204 | $227,204 | 3,475 | 0.00 | 0.00 | 25 | 0.72 | 12-31-2023 |
