Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRISCH FINANCIAL GROUP INC | 08-09-2024 | 06-30-2024 | 136 | 330,136,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 51 | $1,255,000 | 14,034 | 0.38 | 0.21 | 7,027 | 100.29 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 52 | $1,219,000 | 10,585 | 0.37 | 0.36 | 1,203 | 12.82 | 06-30-2024 |
| MCDONALDS CORP | COM | 53 | $1,218,000 | 4,780 | 0.37 | 0.29 | 1,635 | 51.99 | 06-30-2024 |
| VERIZON COMMUNICATIONS INC | COM | 54 | $1,211,000 | 29,370 | 0.37 | 0.35 | 4,246 | 16.90 | 06-30-2024 |
