Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 07-22-2024 | 06-30-2024 | 404 | 3,341,389,843 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 151 | $1,969,747 | 36,998 | 0.00 | 0.00 | 5,276 | 16.63 | 06-30-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 152 | $1,966,035 | 74,022 | 0.00 | 0.00 | 698 | 0.95 | 06-30-2024 |
| MARSH & MCLENNAN COS INC | COM | 153 | $1,957,536 | 9,290 | 0.00 | 0.00 | -154 | -1.63 | 06-30-2024 |
| EMERSON ELEC CO | COM | 154 | $1,892,517 | 17,180 | 0.00 | 0.00 | -7,618 | -30.72 | 06-30-2024 |
