Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRENDEL FINANCIAL ADVISORS LLC | 02-01-2024 | 12-31-2023 | 91 | 152,704,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | COM | 1 | $13,834,000 | 44,355 | 9.06 | 44,355 | +Inf | 12-31-2023 | |
| EXXON MOBIL CORP | COM | 2 | $5,069,000 | 50,700 | 3.32 | 8.71 | 807 | 1.62 | 12-31-2023 |
| CINTAS CORP | COM | 3 | $4,897,000 | 8,125 | 3.21 | 8,125 | +Inf | 12-31-2023 | |
| CHEVRON CORP NEW | COM | 4 | $4,201,000 | 28,163 | 2.75 | 28,163 | +Inf | 12-31-2023 |
