Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 675 | 482,864,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RITCHIE BROS AUCTIONEERS | Stock | 1301 | $6,094 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SNAP INC CL A | Stock | 1302 | $6,027 | 525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHATEC HLDGS INC COM NEW | Stock | 1303 | $6,026 | 437 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKBAUD INC | Stock | 1304 | $6,005 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
