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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 551 | $2,506 | 39 | 0.00 | 39 | +Inf | 06-30-2024 | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 552 | $2,497 | 55 | 0.00 | 55 | +Inf | 06-30-2024 | |
| CLOUDFLARE INC | CL A COM | 553 | $2,485 | 30 | 0.00 | 30 | +Inf | 06-30-2024 | |
| FASTLY INC | CL A | 554 | $2,469 | 335 | 0.00 | 335 | +Inf | 06-30-2024 |
