Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORTON BROWN FAMILY WEALTH LLC | 04-23-2024 | 03-31-2024 | 216 | 242,276,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FD COM | CEF | 351 | $3,787 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUMANA INC COM | Stock | 352 | $3,467 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WK KELLOGG CO COM SHS | Stock | 353 | $3,177 | 169 | 0.00 | 169 | +Inf | 03-31-2024 | |
| VISA INC COM CL A | Stock | 354 | $2,791 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
