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 |
|---|---|---|---|---|---|---|---|---|---|
| TEGNA INC COM | Stock | 951 | $3,638 | 261 | 0.00 | 261 | +Inf | 06-30-2024 | |
| EMBECTA CORP COMMON STOCK | Stock | 952 | $3,550 | 284 | 0.00 | 284 | +Inf | 06-30-2024 | |
| FIRST CTZNS BANCSHARES INC N C CL A | Stock | 953 | $3,367 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| LENNAR CORP CL B | Stock | 954 | $3,350 | 24 | 0.00 | 24 | +Inf | 06-30-2024 |
