Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARLOW WEALTH PARTNERS INC | 07-31-2024 | 06-30-2024 | 149 | 722,371,722 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 51 | $2,637,223 | 7,858 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 52 | $2,326,877 | 20,232 | 0.00 | 0.00 | 3 | 0.01 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $2,314,182 | 5,347 | 0.00 | 0.00 | 650 | 13.84 | 06-30-2024 |
| BROWN FORMAN CORP | CL B | 54 | $2,282,534 | 52,208 | 0.00 | 0.00 | -11,978 | -18.66 | 06-30-2024 |
