Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORG PARTNERS LLC | 05-06-2024 | 03-31-2024 | 69228 | 52,580,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC | COMMON STOCK | 1751 | $8,471 | 168 | 0.00 | 168 | +Inf | 03-31-2024 | |
| JOHN HANCOCK PREFERRED I | CLOSED END MUTL FUND | 1752 | $8,265 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| ELEVANCE HEALTH INC | COMMON STOCK | 1753 | $8,256 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
| TJX COMPANIES INC | COMMON STOCK | 1754 | $8,128 | 81 | 0.00 | 81 | +Inf | 03-31-2024 |
