Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS BROWNINC | 04-08-2024 | 03-31-2024 | 205 | 274,709,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | Stock | 1 | $15,754,337 | 17,436 | 0.01 | 0.00 | -1,198 | -6.43 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $13,377,810 | 78,014 | 0.00 | 0.01 | 2,762 | 3.67 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 3 | $10,046,554 | 23,879 | 0.00 | 0.00 | 1,184 | 5.22 | 03-31-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 4 | $9,137,440 | 35,158 | 0.00 | 0.00 | 3,388 | 10.66 | 03-31-2024 |
