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 |
|---|---|---|---|---|---|---|---|---|---|
| DAYFORCE INC COM | Stock | 701 | $27,429 | 553 | 0.00 | 553 | +Inf | 06-30-2024 | |
| DOMINION ENERGY INC COM | Stock | 702 | $27,286 | 557 | 0.00 | 557 | +Inf | 06-30-2024 | |
| NXP SEMICONDUCTORS N V COM | Stock | 703 | $26,909 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| CONSTELLATION ENERGY CORP COM | Stock | 704 | $26,826 | 134 | 0.00 | 134 | +Inf | 06-30-2024 |
