Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NALLS SHERBAKOFF GROUP LLC | 03-21-2024 | 12-31-2023 | 460 | 112,334,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $358,571 | 2,108 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 52 | $355,849 | 2,525 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $351,562 | 2,063 | 0.00 | 0.00 | -178 | -7.94 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 54 | $338,833 | 684 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
