Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 07-24-2024 | 06-30-2024 | 293 | 385,356,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC | COM CL A | 101 | $850,999 | 8,713 | 0.00 | 0.00 | -893 | -9.30 | 06-30-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 102 | $846,674 | 4,893 | 0.00 | 0.00 | 375 | 8.30 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 103 | $835,700 | 11,802 | 0.00 | 0.00 | 4,711 | 66.44 | 06-30-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 104 | $803,126 | 2,647 | 0.00 | 0.00 | -338 | -11.32 | 06-30-2024 |
