Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING INVESTMENT COUNSEL LLC | 04-26-2024 | 03-31-2024 | 210 | 216,526,784 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 151 | $304,669 | 4,823 | 0.00 | 4,823 | +Inf | 03-31-2024 | |
| HARTFORD FINL SVCS GROUP INC | COM | 152 | $301,422 | 2,925 | 0.00 | 0.00 | -525 | -15.22 | 03-31-2024 |
| GRAHAM HLDGS CO | COM CL B | 153 | $300,353 | 391 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PAYCHEX INC | COM | 154 | $298,404 | 2,430 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
