Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL ADVISERS LLC | 05-15-2024 | 03-31-2024 | 203 | 446,884,616 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC | COM | 101 | $1,623,464 | 28,600 | 0.00 | 0.00 | 6,910 | 31.86 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL CL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,419 | 116.86 | 12-31-2023 |
| TRAVELERS COMPANIES INC | COM | 103 | $1,560,993 | 7,090 | 0.00 | 0.00 | 2,184 | 44.52 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | 104 | $1,536,395 | 11,701 | 0.00 | 0.00 | 3,268 | 38.75 | 03-31-2024 |
