Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL ADVISERS LLC | 02-08-2024 | 12-31-2023 | 154 | 347,416,475 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $20,838,796 | 55,418 | 0.01 | 0.01 | 17,571 | 46.43 | 12-31-2023 |
| APPLE INC | COM | 2 | $20,292,124 | 105,396 | 0.01 | 0.01 | 32,099 | 43.79 | 12-31-2023 |
| AMAZON COM INC | COM | 3 | $9,943,105 | 65,443 | 0.00 | 0.00 | 22,967 | 54.07 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $9,284,930 | 26,033 | 0.00 | 26,033 | +Inf | 12-31-2023 |
