Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN FINANCIAL ADVISORS | 08-29-2024 | 06-30-2024 | 219 | 223,766,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $1,485,837 | 3,653 | 0.00 | 3,653 | +Inf | 06-30-2024 | |
| TARGET CORP | COM | 52 | $1,485,803 | 10,037 | 0.00 | 10,037 | +Inf | 06-30-2024 | |
| PAYPAL HLDGS INC | COM | 53 | $1,454,232 | 25,060 | 0.00 | 25,060 | +Inf | 06-30-2024 | |
| BOSTON SCIENTIFIC CORP | COM | 54 | $1,423,453 | 18,484 | 0.00 | 18,484 | +Inf | 06-30-2024 |
