Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT LLC | 07-18-2024 | 06-30-2024 | 248 | 244,488,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 101 | $931,367 | 23,717 | 0.00 | 0.00 | -4,971 | -17.33 | 06-30-2024 |
| ENTERGY CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,730 | 24.83 | 06-30-2024 |
| VULCAN MATLS CO | COM | 103 | $917,958 | 3,691 | 0.00 | 0.00 | -64 | -1.70 | 06-30-2024 |
| WELLS FARGO CO NEW | COM | 104 | $906,767 | 15,268 | 0.00 | 0.00 | -32,230 | -67.86 | 06-30-2024 |
