Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN LISLE/CUMMINGS INC | 07-17-2024 | 06-30-2024 | 614 | 306,871,154 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 251 | $107,226 | 610 | 0.00 | 610 | +Inf | 06-30-2024 | |
| FIRST TR VALUE LINE DIVID IN | SHS | 252 | $105,950 | 2,600 | 0.00 | 2,600 | +Inf | 06-30-2024 | |
| LAUDER ESTEE COS INC | CL A | 253 | $105,017 | 987 | 0.00 | 987 | +Inf | 06-30-2024 | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 254 | $102,822 | 1,960 | 0.00 | 1,960 | +Inf | 06-30-2024 |
