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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 651 | $36,515 | 185 | 0.00 | 185 | +Inf | 06-30-2024 | |
| PRICE T ROWE GROUP INC COM | Stock | 652 | $36,463 | 316 | 0.00 | 316 | +Inf | 06-30-2024 | |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 653 | $36,236 | 833 | 0.00 | 833 | +Inf | 06-30-2024 | |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 654 | $36,181 | 871 | 0.00 | 871 | +Inf | 06-30-2024 |
