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 |
|---|---|---|---|---|---|---|---|---|---|
| REVOLVE GROUP INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 458 | 2.86 | 06-30-2024 |
| PPG INDS INC | COM | 452 | $346,041 | 2,749 | 0.00 | 0.00 | -282 | -9.30 | 06-30-2024 |
| VICI PPTYS INC | COM | 453 | $342,964 | 11,975 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 454 | $340,218 | 3,374 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
