Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 07-24-2024 | 06-30-2024 | 893 | 448,483,232 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP COM | Stock | 551 | $60,737 | 384 | 0.00 | 384 | +Inf | 06-30-2024 | |
| CAMBRIDGE BANCORP COM | Stock | 552 | $60,690 | 880 | 0.00 | 880 | +Inf | 06-30-2024 | |
| ISHARES SEMICONDUCTOR ETF | ETF | 553 | $60,555 | 246 | 0.00 | 246 | +Inf | 06-30-2024 | |
| LEIDOS HOLDINGS INC COM | Stock | 554 | $60,464 | 414 | 0.00 | 414 | +Inf | 06-30-2024 |
