Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KPP ADVISORY SERVICES LLC | 08-27-2024 | 06-30-2024 | 238 | 376,173,791 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 251 | $685,181 | 8,833 | 0.00 | 8,833 | +Inf | 06-30-2024 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 252 | $676,099 | 1,662 | 0.00 | 1,662 | +Inf | 06-30-2024 | |
| ISHARES TR | US INFRASTRUC | 253 | $675,547 | 16,039 | 0.00 | 16,039 | +Inf | 06-30-2024 | |
| APELLIS PHARMACEUTICALS | Com | Liquidated | $0 | 0 | 0.00 | 11,396 | +Inf | 06-30-2024 |
