Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTTER & CO BROKERAGE INC | 10-30-2023 | 09-30-2023 | 209 | 342,246,945 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC B | COM | 1 | $50,245,281 | 143,435 | 0.01 | 0.01 | -245 | -0.17 | 09-30-2023 |
| NOVO NORDISK A S ADR | COM | 2 | $26,546,797 | 291,916 | 0.01 | 0.01 | 150,877 | 106.98 | 09-30-2023 |
| ENTERPRISE PRODUCTS | COM | 3 | $17,494,666 | 639,191 | 0.01 | 0.00 | 7,405 | 1.17 | 09-30-2023 |
| ALPHABET INC CL C | COM | 4 | $14,026,203 | 106,380 | 0.00 | 0.00 | -833 | -0.78 | 09-30-2023 |
