Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SO DAK | 08-15-2024 | 06-30-2024 | 151 | 167,226,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW CL A | COMMON STOCK | 51 | $1,360,536 | 34,743 | 0.00 | 0.00 | -730 | -2.06 | 06-30-2024 |
| TORONTO DOMINION BK | COMMON STOCK | 52 | $1,311,235 | 23,858 | 0.00 | 0.00 | -285 | -1.18 | 06-30-2024 |
| SCHWAB U.S. LARGE-CAP GROWTH E | OTHER | 53 | $1,265,643 | 12,551 | 0.00 | 0.00 | -172 | -1.35 | 06-30-2024 |
| SNAP-ON INC | COMMON STOCK | 54 | $1,221,736 | 4,674 | 0.00 | 0.00 | 65 | 1.41 | 06-30-2024 |
