Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARSHALL FINANCIAL GROUP LLC | 07-19-2024 | 06-30-2024 | 169 | 357,510,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $1,172,021 | 3,751 | 0.00 | 0.00 | 161 | 4.48 | 06-30-2024 |
| PAYCHEX INC | COM | 102 | $1,170,923 | 9,876 | 0.00 | 0.00 | 177 | 1.82 | 06-30-2024 |
| ADVANCED DRAIN SYS INC DEL | COM | 103 | $1,170,047 | 7,295 | 0.00 | 0.00 | 166 | 2.33 | 06-30-2024 |
| DECKERS OUTDOOR CORP | COM | 104 | $1,161,540 | 1,200 | 0.00 | 1,200 | +Inf | 06-30-2024 |
