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 |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO COM | Stock | 901 | $6,483 | 25 | 0.00 | 25 | +Inf | 06-30-2024 | |
| BLOOM ENERGY CORP COM CL A | Stock | 902 | $6,426 | 525 | 0.00 | 525 | +Inf | 06-30-2024 | |
| INTERDIGITAL INC COM | Stock | 903 | $6,384 | 55 | 0.00 | 55 | +Inf | 06-30-2024 | |
| CNH INDL N V SHS | Stock | 904 | $6,382 | 630 | 0.00 | 630 | +Inf | 06-30-2024 |
