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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC COM | Stock | 801 | $14,577 | 43 | 0.00 | 43 | +Inf | 06-30-2024 | |
| BLOCK H & R INC COM | Stock | 802 | $14,514 | 268 | 0.00 | 268 | +Inf | 06-30-2024 | |
| STERIS PLC SHS USD | Stock | 803 | $14,490 | 66 | 0.00 | 66 | +Inf | 06-30-2024 | |
| MURPHY OIL CORP COM | Stock | 804 | $14,417 | 350 | 0.00 | 350 | +Inf | 06-30-2024 |
