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 |
|---|---|---|---|---|---|---|---|---|---|
| TARGET CORP COM | Stock | 401 | $1,772 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMETEK INC COM | Stock | 402 | $1,646 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ADOBE INC COM | Stock | 403 | $1,514 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHEFS WHSE INC COM | Stock | 404 | $1,205 | 32 | 0.00 | 32 | +Inf | 03-31-2024 |
